A detailed history of Wingate Wealth Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 6,221 shares of WMT stock, worth $660,794. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,221
Previous 4,619 34.68%
Holding current value
$660,794
Previous $452 Million 41.96%
% of portfolio
0.44%
Previous 0.4%

Shares

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

Oct 23, 2025

BUY
$94.4 - $104.27 $151,228 - $167,040
1,602 Added 34.68%
6,221 $641 Million
Q2 2025

Jul 29, 2025

BUY
$81.79 - $99.98 $83,098 - $101,579
1,016 Added 28.2%
4,619 $452 Million
Q1 2025

Apr 23, 2025

SELL
$84.5 - $105.05 $105,540 - $131,207
-1,249 Reduced 25.74%
3,603 $316 Million
Q4 2024

Jan 28, 2025

BUY
$79.1 - $95.7 $383,793 - $464,336
4,852 New
4,852 $438 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 $288B
  • 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 Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. 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 Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.