A detailed history of Whipplewood Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 1,437 shares of WMT stock, worth $147,939. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,437
Previous 2,616 45.07%
Holding current value
$147,939
Previous $256 Million 42.1%
% of portfolio
0.1%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$94.4 - $104.27 $111,297 - $122,934
-1,179 Reduced 45.07%
1,437 $148 Million
Q2 2025

Jul 31, 2025

SELL
$81.79 - $99.98 $17,503 - $21,395
-214 Reduced 7.56%
2,616 $256 Million
Q1 2025

Apr 09, 2025

BUY
$84.5 - $105.05 $21,970 - $27,313
260 Added 10.12%
2,830 $230 Million
Q4 2024

Feb 04, 2025

BUY
$79.1 - $95.7 $203,286 - $245,949
2,570 New
2,570 $232 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $279B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.