Graves Light Lenhart Wealth’s Walmart Inc WMT Stock Holding History

Graves Light Lenhart Wealth’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 Q4	–	Sell	-2,269	Closed	-$234K	–	201
2025 Q3	$234K	Hold	2,269	–	–	0.03%	172
2025 Q2	$222K	Buy	+2,269	New	+$216K	0.03%	178
2025 Q1	–	Sell	-2,232	Closed	-$202K	–	192
2024 Q4	$202K	Buy	+2,232	New	+$194K	0.03%	176
2022 Q3	–	Sell	-4,734	Closed	-$192K	–	611
2022 Q2	$192K	Sell	4,734 -324	-6%	-$14.9K	0.03%	169
2022 Q1	$251K	Hold	5,058	–	–	0.04%	158
2021 Q4	$244K	Hold	5,058	–	–	0.03%	172
2021 Q3	$235K	Buy	5,058 +93	+2%	+$4.48K	0.04%	163
2021 Q2	$233K	Sell	4,965 -51	-1%	-$2.38K	0.04%	166
2021 Q1	$227K	Buy	5,016 +72	+1%	+$3.33K	0.04%	167
2020 Q4	$238K	Sell	4,944 -243	-5%	-$11.8K	0.04%	154
2020 Q3	$242K	Sell	5,187 -9	-0.2%	-$400	0.05%	138
2020 Q2	$207K	Buy	+5,196	New	+$214K	0.05%	148

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Graves Light Lenhart Wealth's WMT Position: Q4 2025 in Review

Graves Light Lenhart Wealth sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 2,269 shares — an estimated $234K sold.

Graves Light Lenhart Wealth first reported a position in WMT in Q2 2020 and held it in 12 quarters. The position peaked at $251K in Q1 2022. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Graves Light Lenhart Wealth reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,269 Walmart Inc shares in Q4 2025, an estimated $234K.
Graves Light Lenhart Wealth first reported a position in Walmart Inc in Q2 2020 and held it in 12 quarters.
Graves Light Lenhart Wealth's Walmart Inc position peaked at $251K in Q1 2022.
4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2025, filed 9 Jan 2026.