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Financial Gravity Companies’s Walmart Inc WMT Stock Holding History

Financial Gravity Companies’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
Q2 		$3.38M Buy
+34,613
New +$3.3M 0.66% 40
2024
Q4 		$2.79M Buy
30,848
+864
+3% +$75K 0.64% 37
2024
Q3 		$2.42M Buy
+29,984
New +$2.2M 0.65% 33
2018
Q4 		$68K Buy
+2,175
New +$69.7K 0.06% 256
2018
Q1 		$60K Sell
2,070
-1,851
-47% -$59.5K 0.06% 264
2017
Q4 		$139K Buy
+3,921
New +$120K 0.16% 132

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Financial Gravity Companies's WMT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Walmart Inc (WMT) in Q2 2025: 34,613 shares worth $3.38M. The stake represents 0.66% of the portfolio and ranks #40 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WMT as recently as Q4 2024.

Financial Gravity Companies first reported a position in WMT in Q4 2017 and has held it in 6 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Financial Gravity Companies held 34,613 shares of Walmart Inc worth $3.38M as of Q2 2025.
  • Walmart Inc was a new Financial Gravity Companies position in Q2 2025.
  • Walmart Inc made up 0.66% of Financial Gravity Companies's portfolio in Q2 2025, its #40 holding.
  • Financial Gravity Companies first reported a position in Walmart Inc in Q4 2017 and has held it in 6 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.