Gibbs Wealth Management’s Walmart Inc WMT Stock Holding History

Gibbs Wealth 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	$1.64M	Buy	13,181 +4,705	+56%	+$578K	0.22%	93
2025 Q4	$971K	Sell	8,476 -409	-5%	-$43.9K	0.23%	96
2025 Q3	$916K	Sell	8,885 -896	-9%	-$89.2K	0.21%	115
2025 Q2	$956K	Sell	9,781 -477	-5%	-$45.4K	0.18%	132
2025 Q1	$901K	Sell	10,258 -1,127	-10%	-$106K	0.22%	106
2024 Q4	$1.03M	Buy	11,385 +1,504	+15%	+$131K	0.28%	83
2024 Q3	$798K	Buy	9,881 +954	+11%	+$70.1K	0.26%	86
2024 Q2	$604K	Buy	8,927 +1,692	+23%	+$107K	0.24%	98
2024 Q1	$435K	Buy	+7,235	New	+$414K	0.25%	101

Other funds holding WMT

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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