Ground Swell Capital’s Walmart Inc WMT Stock Holding History

Ground Swell Capital’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 Q1	–	Sell	-3,473	Closed	-$314K	–	271
2024 Q4	$314K	Buy	+3,473	New	+$301K	0.47%	41
2022 Q4	–	Sell	-6,597	Closed	-$285K	–	143
2022 Q3	$285K	Buy	+6,597	New	+$289K	0.81%	35
2022 Q2	–	Sell	-4,332	Closed	-$215K	–	187
2022 Q1	$215K	Buy	+4,332	New	+$203K	0.55%	37
2021 Q2	–	Sell	-6,441	Closed	-$292K	–	152
2021 Q1	$292K	Buy	+6,441	New	+$298K	0.94%	30
2014 Q3	$223K	Buy	8,733 +3,297	+61%	+$83.2K	0.42%	35
2014 Q2	$136K	Buy	+5,436	New	+$140K	0.26%	42

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Ground Swell Capital's WMT Position: Q1 2025 in Review

Ground Swell Capital sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 3,473 shares — an estimated $314K sold.

Ground Swell Capital first reported a position in WMT in Q2 2014 and held it in 6 quarters. The position peaked at $314K in Q4 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Ground Swell Capital reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 3,473 Walmart Inc shares in Q1 2025, an estimated $314K.
Ground Swell Capital first reported a position in Walmart Inc in Q2 2014 and held it in 6 quarters.
Ground Swell Capital's Walmart Inc position peaked at $314K in Q4 2024.
3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.