GWWM
WMT icon

Great Waters Wealth Management’s Walmart Inc WMT Stock Holding History

Great Waters 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
2026
Q2 		$451K Buy
3,978
+461
+13% +$57.2K 0.04% 77
2026
Q1 		$437K Hold
3,517
– – 0.05% 67
2025
Q4 		$392K Sell
3,517
-304
-8% -$32.6K 0.04% 76
2025
Q3 		$394K Buy
3,821
+35
+0.9% +$3.48K 0.05% 75
2025
Q2 		$370K Buy
3,786
+9
+0.2% +$857 0.05% 75
2025
Q1 		$332K Hold
3,777
– – 0.05% 73
2024
Q4 		$341K Sell
3,777
-605
-14% -$52.5K 0.04% 78
2024
Q3 		$354K Buy
4,382
+150
+4% +$11K 0.05% 75
2024
Q2 		$287K Buy
4,232
+610
+17% +$38.4K 0.04% 83
2024
Q1 		$218K Buy
+3,622
New +$207K 0.04% 90

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Swedbank
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Wealth Enhancement Advisory Services
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return