GRWP
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Green Ridge Wealth Planning’s Walmart Inc WMT Stock Holding History

Green Ridge Wealth Planning’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 		$318K Sell
3,060
-948
-24% -$104K 0.13% 68
2026
Q2 		$454K Sell
4,008
-496
-11% -$61.6K 0.19% 53
2026
Q1 		$560K Buy
4,504
+8
+0.2% +$982 0.29% 42
2025
Q4 		$501K Buy
+4,496
New +$483K 0.26% 45

Other funds holding WMT

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Green Ridge Wealth Planning's WMT Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Walmart Inc (WMT) stake by 24% in Q3 2026, selling an estimated $104K and leaving 3,060 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #68.

Green Ridge Wealth Planning first reported a position in WMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $560K in Q1 2026. 160 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Green Ridge Wealth Planning held 3,060 shares of Walmart Inc worth $318K as of Q3 2026.
  • Green Ridge Wealth Planning sold 948 Walmart Inc shares in Q3 2026, an estimated $104K.
  • Walmart Inc made up 0.13% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #68 holding.
  • Green Ridge Wealth Planning first reported a position in Walmart Inc in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Walmart Inc position peaked at $560K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.