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Gerald Baker Financial Group’s Walmart Inc WMT Stock Holding History

Gerald Baker Financial Group’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
Q3 		$1.36M Sell
13,079
-207
-2% -$22.7K 0.38% 54
2026
Q2 		$1.5M Buy
13,286
+55
+0.4% +$6.83K 0.43% 52
2026
Q1 		$1.64M Buy
+13,231
New +$1.62M 0.52% 46

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Gerald Baker Financial Group's WMT Position: Q3 2026 in Review

Gerald Baker Financial Group reduced its Walmart Inc (WMT) stake by 1.6% in Q3 2026, selling an estimated $22.7K and leaving 13,079 shares worth $1.36M. The position accounts for 0.38% of the portfolio, ranked #54.

Gerald Baker Financial Group first reported a position in WMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.64M in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Gerald Baker Financial Group held 13,079 shares of Walmart Inc worth $1.36M as of Q3 2026.
  • Gerald Baker Financial Group sold 207 Walmart Inc shares in Q3 2026, an estimated $22.7K.
  • Walmart Inc made up 0.38% of Gerald Baker Financial Group's portfolio in Q3 2026, its #54 holding.
  • Gerald Baker Financial Group first reported a position in Walmart Inc in Q1 2026 and has held it in 3 quarters since.
  • Gerald Baker Financial Group's Walmart Inc position peaked at $1.64M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.