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Financial Gravity Asset Management’s Walmart Inc WMT Stock Holding History

Financial Gravity 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
2026
Q1 		$4.51M Sell
36,294
-869
-2% -$107K 0.8% 34
2025
Q4 		$4.14M Buy
37,163
+1,421
+4% +$153K 0.8% 34
2025
Q3 		$3.68M Buy
+35,742
New +$3.56M 0.73% 36
2025
Q1 		$3.07M Buy
+47,110
New +$4.42M 0.67% 37
2024
Q2 		$2.39M Buy
35,318
+24,221
+218% +$1.53M 0.6% 42
2024
Q1 		$1.75M Sell
11,097
-22,191
-67% -$1.27M 0.49% 48
2023
Q4 		$1.75M Buy
+33,288
New +$1.76M 0.49% 48
2021
Q3 		$641K Sell
10,836
-12,696
-54% -$612K 0.3% 62
2021
Q2 		$1.24M Buy
+23,532
New +$1.1M 0.44% 57
2020
Q4 		$547K Buy
+11,430
New +$555K 0.5% 55
2019
Q4 		$125K Sell
531
-135
-20% -$5.36K 0.09% 240
2019
Q3 		$26K Sell
666
-87
-12% -$3.28K 0.02% 413
2019
Q2 		$28K Sell
753
-333
-31% -$11.5K 0.02% 432
2019
Q1 		$35K Buy
+1,086
New +$35.2K 0.03% 375
2018
Q3 		$87K Sell
2,583
-423
-14% -$12.9K 0.09% 227
2018
Q2 		$90K Buy
3,006
+936
+45% +$26.6K 0.08% 228
2018
Q1 		$60K Buy
+2,070
New +$66.6K 0.06% 264

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Asset Management's WMT Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Walmart Inc (WMT) stake by 2.3% in Q1 2026, selling an estimated $107K and leaving 36,294 shares worth $4.51M. The position accounts for 0.8% of the portfolio, ranked #34.

Financial Gravity Asset Management first reported a position in WMT in Q1 2018 and has held it in 17 quarters since. 4,453 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Financial Gravity Asset Management held 36,294 shares of Walmart Inc worth $4.51M as of Q1 2026.
  • Financial Gravity Asset Management sold 869 Walmart Inc shares in Q1 2026, an estimated $107K.
  • Walmart Inc made up 0.8% of Financial Gravity Asset Management's portfolio in Q1 2026, its #34 holding.
  • Financial Gravity Asset Management first reported a position in Walmart Inc in Q1 2018 and has held it in 17 quarters since.
  • 4,453 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.