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Gries Financial’s Walmart Inc WMT Stock Holding History

Gries Financial’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
Q3 		$573K Buy
5,564
+1,590
+40% +$158K 0.09% 171
2025
Q2 		$389K Buy
3,974
+776
+24% +$73.9K 0.07% 193
2025
Q1 		$281K Sell
3,198
-1,040
-25% -$97.6K 0.05% 217
2024
Q4 		$383K Sell
4,238
-124
-3% -$10.8K 0.07% 184
2024
Q3 		$352K Sell
4,362
-83
-2% -$6.1K 0.07% 187
2024
Q2 		$301K Buy
4,445
+729
+20% +$45.9K 0.06% 188
2024
Q1 		$224K Buy
+3,716
New +$213K 0.04% 251
2023
Q4 		– Sell
-7,101
Closed -$379K – 227
2023
Q3 		$379K Buy
+7,101
New +$378K 0.1% 136
2021
Q3 		– Sell
-8,658
Closed -$412K – 189
2021
Q2 		$412K Hold
8,658
– – 0.13% 115
2021
Q1 		$399K Buy
+8,658
New +$401K 0.13% 123

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gries Financial's WMT Position: Q3 2025 in Review

Gries Financial increased its Walmart Inc (WMT) stake by 40% in Q3 2025, buying an estimated $158K and bringing the position to 5,564 shares worth $573K. The position accounts for 0.09% of the portfolio, ranked #171.

Gries Financial first reported a position in WMT in Q1 2021 and has held it in 10 quarters since. 4,029 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Gries Financial held 5,564 shares of Walmart Inc worth $573K as of Q3 2025.
  • Gries Financial bought 1,590 Walmart Inc shares in Q3 2025, an estimated $158K.
  • Walmart Inc made up 0.09% of Gries Financial's portfolio in Q3 2025, its #171 holding.
  • Gries Financial first reported a position in Walmart Inc in Q1 2021 and has held it in 10 quarters since.
  • 4,029 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.