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Grunden Financial Advisory’s Walmart Inc WMT Stock Holding History

Grunden Financial Advisory’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
Q4 		$252K Sell
2,266
-50
-2% -$5.37K 0.1% 28
2025
Q3 		$239K Hold
2,316
– – 0.1% 31
2025
Q2 		$226K Sell
2,316
-105
-4% -$10K 0.1% 29
2025
Q1 		$213K Hold
2,421
– – 0.1% 24
2024
Q4 		$219K Buy
+2,421
New +$210K 0.11% 27

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Grunden Financial Advisory's WMT Position: Q4 2025 in Review

Grunden Financial Advisory reduced its Walmart Inc (WMT) stake by 2.2% in Q4 2025, selling an estimated $5.37K and leaving 2,266 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #28.

Grunden Financial Advisory first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. 4,398 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Grunden Financial Advisory held 2,266 shares of Walmart Inc worth $252K as of Q4 2025.
  • Grunden Financial Advisory sold 50 Walmart Inc shares in Q4 2025, an estimated $5.37K.
  • Walmart Inc made up 0.1% of Grunden Financial Advisory's portfolio in Q4 2025, its #28 holding.
  • Grunden Financial Advisory first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
  • 4,398 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.