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Gitterman Wealth Management’s Walmart Inc WMT Stock Holding History

Gitterman 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
2025
Q3 		$438K Buy
4,249
+2,956
+229% +$294K 0.1% 58
2025
Q2 		$126K Buy
+1,293
New +$123K 0.03% 219
2023
Q4 		– Sell
-3,765
Closed -$201K – 111
2023
Q3 		$201K Buy
+3,765
New +$200K 0.1% 72
2022
Q2 		– Sell
-9,414
Closed -$468K – 107
2022
Q1 		$468K Buy
+9,414
New +$442K 0.38% 30

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

Gitterman Wealth Management's WMT Position: Q3 2025 in Review

Gitterman Wealth Management increased its Walmart Inc (WMT) stake by 229% in Q3 2025, buying an estimated $294K and bringing the position to 4,249 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #58.

Gitterman Wealth Management first reported a position in WMT in Q1 2022 and has held it in 4 quarters since. The position peaked at $468K in Q1 2022. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Gitterman Wealth Management held 4,249 shares of Walmart Inc worth $438K as of Q3 2025.
  • Gitterman Wealth Management bought 2,956 Walmart Inc shares in Q3 2025, an estimated $294K.
  • Walmart Inc made up 0.1% of Gitterman Wealth Management's portfolio in Q3 2025, its #58 holding.
  • Gitterman Wealth Management first reported a position in Walmart Inc in Q1 2022 and has held it in 4 quarters since.
  • Gitterman Wealth Management's Walmart Inc position peaked at $468K in Q1 2022.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.