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 Q3	$411K	Sell	3,956 -22	-0.6%	-$2.42K	0.04%	81
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

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Great Waters Wealth Management's WMT Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Walmart Inc (WMT) stake by 0.55% in Q3 2026, selling an estimated $2.42K and leaving 3,956 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #81.

Great Waters Wealth Management first reported a position in WMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $451K in Q2 2026. 587 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Great Waters Wealth Management held 3,956 shares of Walmart Inc worth $411K as of Q3 2026.
Great Waters Wealth Management sold 22 Walmart Inc shares in Q3 2026, an estimated $2.42K.
Walmart Inc made up 0.04% of Great Waters Wealth Management's portfolio in Q3 2026, its #81 holding.
Great Waters Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 11 quarters since.
Great Waters Wealth Management's Walmart Inc position peaked at $451K in Q2 2026.
587 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.