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GGM Wealth Advisors’s Walmart Inc WMT Stock Holding History

GGM Wealth Advisors’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
Q1 		$600K Buy
6,296
+53
+0.8% +$4.97K 0.33% 64
2024
Q4 		$565K Sell
6,243
-5,280
-46% -$458K 0.3% 69
2024
Q3 		$931K Buy
11,523
+21
+0.2% +$1.54K 0.4% 53
2024
Q2 		$779K Buy
11,502
+10
+0.1% +$630 0.36% 57
2024
Q1 		$687K Sell
11,492
-1,084
-9% -$62K 0.32% 58
2023
Q4 		$689K Buy
12,576
+84
+0.7% +$4.45K 0.28% 67
2023
Q3 		$666K Buy
12,492
+21
+0.2% +$1.12K 0.29% 63
2023
Q2 		$643K Buy
+12,471
New +$629K 0.26% 70
2023
Q1 		– Sell
-12,429
Closed -$608K – 135
2022
Q4 		$608K Buy
12,429
+18
+0.1% +$855 0.31% 65
2022
Q3 		$579K Buy
12,411
+24
+0.2% +$1.05K 0.31% 64
2022
Q2 		$516K Buy
12,387
+24
+0.2% +$1.11K 0.29% 69
2022
Q1 		$649K Buy
12,363
+6,828
+123% +$321K 0.33% 63
2021
Q4 		$266K Buy
5,535
+21
+0.4% +$1K 0.21% 81
2021
Q3 		$275K Buy
5,514
+18
+0.3% +$867 0.22% 78
2021
Q2 		$259K Buy
5,496
+21
+0.4% +$978 0.22% 76
2021
Q1 		$255K Buy
5,475
+21
+0.4% +$973 0.2% 73
2020
Q4 		$268K Buy
+5,454
New +$265K 0.26% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GGM Wealth Advisors's WMT Position: Q1 2025 in Review

GGM Wealth Advisors increased its Walmart Inc (WMT) stake by 0.85% in Q1 2025, buying an estimated $4.97K and bringing the position to 6,296 shares worth $600K. The position accounts for 0.33% of the portfolio, ranked #64.

GGM Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 17 quarters since. The position peaked at $931K in Q3 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • GGM Wealth Advisors held 6,296 shares of Walmart Inc worth $600K as of Q1 2025.
  • GGM Wealth Advisors bought 53 Walmart Inc shares in Q1 2025, an estimated $4.97K.
  • Walmart Inc made up 0.33% of GGM Wealth Advisors's portfolio in Q1 2025, its #64 holding.
  • GGM Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 17 quarters since.
  • GGM Wealth Advisors's Walmart Inc position peaked at $931K in Q3 2024.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.