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A July 2, 2025, SEC filing reveals that Helen Stephens Group, LLC expanded its Walmart (NYSE: WMT) holdings by acquiring 33,543 shares in Q2 of fiscal 2025, increasing its total to 51,470 shares valued at $5.03 million, which now represents 1.25% of its total assets under management.
Explain It To Me Like I’m 5: Helen Stephens Group, LLC bought more Walmart shares, making their total 51,470 shares worth $5.03 million, which is a big part of their money.
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