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Creekmur Asset Management’s Walmart Inc WMT Stock Holding History

Creekmur Asset Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.61M Buy
64,107
+5,791
+10% +$576K 1.1% 18
2025
Q2 		$5.7M Buy
58,316
+23,879
+69% +$2.28M 1.01% 19
2025
Q1 		$3.02M Buy
34,437
+814
+2% +$76.4K 0.63% 21
2024
Q4 		$3.04M Sell
33,623
-616
-2% -$53.5K 0.7% 22
2024
Q3 		$2.76M Buy
34,239
+4,627
+16% +$340K 0.65% 24
2024
Q2 		$2.01M Buy
29,612
+5,545
+23% +$349K 0.52% 26
2024
Q1 		$1.45M Buy
24,067
+1,897
+9% +$109K 0.5% 31
2023
Q4 		$1.16M Buy
+22,170
New +$1.17M 0.36% 39

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Creekmur Asset Management's WMT Position: Q3 2025 in Review

Creekmur Asset Management increased its Walmart Inc (WMT) stake by 9.9% in Q3 2025, buying an estimated $576K and bringing the position to 64,107 shares worth $6.61M. The position accounts for 1.1% of the portfolio, ranked #18.

Creekmur Asset Management first reported a position in WMT in Q4 2023 and has held it in 8 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Creekmur Asset Management held 64,107 shares of Walmart Inc worth $6.61M as of Q3 2025.
  • Creekmur Asset Management bought 5,791 Walmart Inc shares in Q3 2025, an estimated $576K.
  • Walmart Inc made up 1.1% of Creekmur Asset Management's portfolio in Q3 2025, its #18 holding.
  • Creekmur Asset Management first reported a position in Walmart Inc in Q4 2023 and has held it in 8 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.