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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return