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Gladstone Capital Management’s Walmart Inc WMT Stock Holding History

Gladstone Capital 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 		– Sell
-2,014
Closed -$197K – 28
2025
Q2 		$197K Sell
2,014
-2,013
-50% -$192K 0.02% 15
2025
Q1 		$354K Sell
4,027
-364,947
-99% -$34.2M 0.04% 16
2024
Q4 		$33.3M Buy
+368,974
New +$32M 2.78% 14

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

Gladstone Capital Management's WMT Position: Q3 2025 in Review

Gladstone Capital Management sold out of Walmart Inc (WMT) in Q3 2025, closing a stake of 2,014 shares — an estimated $197K sold.

Gladstone Capital Management first reported a position in WMT in Q4 2024 and held it in 3 quarters. The position peaked at $33.3M in Q4 2024. 4,020 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Gladstone Capital Management reported no remaining Walmart Inc position as of Q3 2025 after selling out during the quarter.
  • Gladstone Capital Management sold 2,014 Walmart Inc shares in Q3 2025, an estimated $197K.
  • Gladstone Capital Management first reported a position in Walmart Inc in Q4 2024 and held it in 3 quarters.
  • Gladstone Capital Management's Walmart Inc position peaked at $33.3M in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Gladstone Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.