Freestone Grove Partners’s Walmart Inc WMT Stock Holding History

Freestone Grove Partners’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	–	Sell	-92,711	Closed	-$10.3M	–	1197
2025 Q4	$10.3M	Sell	92,711 -414,615	-82%	-$44.5M	0.07%	285
2025 Q3	$52.3M	Buy	507,326 +406,995	+406%	+$40.5M	0.39%	81
2025 Q2	$9.81M	Buy	+100,331	New	+$9.56M	0.07%	282
2025 Q1	–	Sell	-535,143	Closed	-$48.4M	–	813
2024 Q4	$48.4M	Buy	+535,143	New	+$46.4M	0.59%	54

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freestone Grove Partners's WMT Position: Q1 2026 in Review

Freestone Grove Partners sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 92,711 shares — an estimated $10.3M sold.

Freestone Grove Partners first reported a position in WMT in Q4 2024 and held it in 4 quarters. The position peaked at $52.3M in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Freestone Grove Partners reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Freestone Grove Partners sold 92,711 Walmart Inc shares in Q1 2026, an estimated $10.3M.
Freestone Grove Partners first reported a position in Walmart Inc in Q4 2024 and held it in 4 quarters.
Freestone Grove Partners's Walmart Inc position peaked at $52.3M in Q3 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.