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Gimbal Financial’s Walmart Inc WMT Stock Holding History

Gimbal Financial’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
Q3 		$851K Buy
8,262
+955
+13% +$95.1K 0.51% 18
2025
Q2 		$714K Buy
7,307
+35
+0.5% +$3.33K 0.44% 19
2025
Q1 		$638K Buy
7,272
+6
+0.1% +$563 0.58% 16
2024
Q4 		$656K Buy
7,266
+1
+0% +$87 0.54% 19
2024
Q3 		$603K Sell
7,265
-259
-3% -$19K 0.39% 21
2024
Q2 		$525K Sell
7,524
-199
-3% -$12.5K 0.39% 22
2024
Q1 		$465K Buy
7,723
+202
+3% +$11.6K 0.38% 23
2023
Q4 		$395K Buy
+7,521
New +$398K 0.4% 27

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gimbal Financial's WMT Position: Q3 2025 in Review

Gimbal Financial increased its Walmart Inc (WMT) stake by 13% in Q3 2025, buying an estimated $95.1K and bringing the position to 8,262 shares worth $851K. The position accounts for 0.51% of the portfolio, ranked #18.

Gimbal Financial first reported a position in WMT in Q4 2023 and has held it in 8 quarters since. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Gimbal Financial held 8,262 shares of Walmart Inc worth $851K as of Q3 2025.
  • Gimbal Financial bought 955 Walmart Inc shares in Q3 2025, an estimated $95.1K.
  • Walmart Inc made up 0.51% of Gimbal Financial's portfolio in Q3 2025, its #18 holding.
  • Gimbal Financial first reported a position in Walmart Inc in Q4 2023 and has held it in 8 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.