State Street and Geode Capital Increase Walmart Stakes in Q4
State Street Corp increased its Walmart holdings to 184,805,978 shares worth about $19.05B, buying 2,242,364 shares in the quarter. Geode Capital Management raised its stake by 6.8% to 103,010,709 shares (~$11.43B). Other investors, including Norges Bank and Fisher Asset Management, also added shares. Coverage highlights improving e-commerce as a broader commerce platform, with an AI-traffic risk.