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Gratus Wealth Advisors’s Walmart Inc WMT Stock Holding History

Gratus 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 		– Sell
-4,020
Closed -$363K – 135
2024
Q4 		$363K Buy
4,020
+300
+8% +$26K 0.06% 100
2024
Q3 		$294K Sell
3,720
-153
-4% -$11.2K 0.05% 114
2024
Q2 		$274K Buy
3,873
+273
+8% +$17.2K 0.05% 117
2024
Q1 		$213K Buy
+3,600
New +$206K 0.04% 130

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

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

Gratus Wealth Advisors sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 4,020 shares — an estimated $363K sold.

Gratus Wealth Advisors first reported a position in WMT in Q1 2024 and held it in 4 quarters. The position peaked at $363K in Q4 2024. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Gratus Wealth Advisors reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 4,020 Walmart Inc shares in Q1 2025, an estimated $363K.
  • Gratus Wealth Advisors first reported a position in Walmart Inc in Q1 2024 and held it in 4 quarters.
  • Gratus Wealth Advisors's Walmart Inc position peaked at $363K in Q4 2024.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Gratus Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.