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

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Great Waters Wealth Management's WMT Position: Q2 2026 in Review

Great Waters Wealth Management increased its Walmart Inc (WMT) stake by 13% in Q2 2026, buying an estimated $57.2K and bringing the position to 3,978 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #77.

Great Waters Wealth Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Great Waters Wealth Management held 3,978 shares of Walmart Inc worth $451K as of Q2 2026.
  • Great Waters Wealth Management bought 461 Walmart Inc shares in Q2 2026, an estimated $57.2K.
  • Walmart Inc made up 0.04% of Great Waters Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Great Waters Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.