Laird Norton Wetherby Wealth Management’s Walmart Inc WMT Stock Holding History

Laird Norton Wetherby Wealth Management’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	$11.9M	Buy	115,548 +774	+0.7%	+$77.1K	0.49%	27
2025 Q2	$11.2M	Buy	+114,774	New	+$10.9M	0.5%	27
2024 Q4	$10.3M	Sell	114,167 -4,844	-4%	-$420K	0.49%	28
2024 Q3	$9.61M	Sell	119,011 -7,012	-6%	-$515K	0.44%	32
2024 Q2	$8.53M	Sell	126,023 -1,877	-1%	-$118K	0.4%	39
2024 Q1	$7.7M	Sell	127,900 -968	-0.8%	-$55.4K	0.37%	45
2023 Q4	$6.77M	Sell	128,868 -639	-0.5%	-$33.8K	0.35%	47
2023 Q3	$6.9M	Sell	129,507 -1,854	-1%	-$98.7K	0.39%	40
2023 Q2	$6.88M	Sell	131,361 -4,626	-3%	-$233K	0.37%	46
2023 Q1	$6.68M	Sell	135,987 -2,901	-2%	-$138K	0.39%	45
2022 Q4	$6.56M	Buy	138,888 +6,801	+5%	+$323K	0.42%	43
2022 Q3	$5.71M	Buy	132,087 +10,656	+9%	+$467K	0.4%	44
2022 Q2	$4.92M	Buy	121,431 +3,906	+3%	+$180K	0.34%	49
2022 Q1	$5.83M	Buy	117,525 +2,331	+2%	+$109K	0.33%	47
2021 Q4	$5.56M	Buy	115,194 +879	+0.8%	+$42K	0.31%	57
2021 Q3	$5.31M	Sell	114,315 -2,235	-2%	-$108K	0.33%	52
2021 Q2	$5.48M	Buy	116,550 +5,376	+5%	+$250K	0.33%	48
2021 Q1	$5.03M	Sell	111,174 -10,467	-9%	-$485K	0.38%	44
2020 Q4	$5.84M	Buy	121,641 +13,728	+13%	+$667K	0.4%	42
2020 Q3	$5.03M	Sell	107,913 -348	-0.3%	-$15.5K	0.45%	37
2020 Q2	$4.32M	Sell	108,261 -5,883	-5%	-$242K	0.41%	40
2020 Q1	$4.32M	Buy	114,144 +10,839	+10%	+$417K	0.49%	36
2019 Q4	$4.09M	Sell	103,305 -2,607	-2%	-$104K	0.4%	50
2019 Q3	$4.19M	Buy	105,912 +963	+0.9%	+$36.3K	0.44%	46
2019 Q2	$3.87M	Buy	104,949 +2,511	+2%	+$86.5K	0.42%	48
2019 Q1	$3.33M	Buy	102,438 +837	+0.8%	+$27.1K	0.41%	51
2018 Q4	$3.15M	Buy	101,601 +150	+0.1%	+$4.81K	0.45%	43
2018 Q3	$3.18M	Buy	101,451 +1,371	+1%	+$41.9K	0.39%	51
2018 Q2	$2.86M	Sell	100,080 -1,950	-2%	-$55.4K	0.39%	53
2018 Q1	$3.03M	Buy	102,030 +75	+0.1%	+$2.41K	0.42%	46
2017 Q4	$3.36M	Buy	101,955 +4,923	+5%	+$151K	0.47%	43
2017 Q3	$2.53M	Buy	97,032 +2,268	+2%	+$59.5K	0.38%	59
2017 Q2	$2.39M	Buy	94,764 +711	+0.8%	+$18.1K	0.41%	46
2017 Q1	$2.26M	Buy	94,053 +5,037	+6%	+$116K	0.41%	47
2016 Q4	$2.05M	Buy	89,016 +162	+0.2%	+$3.78K	0.4%	48
2016 Q3	$2.14M	Buy	88,854 +1,764	+2%	+$42.8K	0.43%	45
2016 Q2	$2.12M	Buy	87,090 +2,310	+3%	+$53.5K	0.47%	44
2016 Q1	$1.94M	Buy	84,780 +5,625	+7%	+$123K	0.46%	44
2015 Q4	$1.62M	Sell	79,155 -3,678	-4%	-$73.8K	0.39%	56
2015 Q3	$1.79M	Sell	82,833 -3,231	-4%	-$74.1K	0.46%	48
2015 Q2	$2.04M	Sell	86,064 -3,285	-4%	-$83.8K	0.49%	39
2015 Q1	$2.45M	Sell	89,349 -960	-1%	-$27.2K	0.6%	27
2014 Q4	$2.58M	Buy	90,309 +7,299	+9%	+$197K	0.65%	27
2014 Q3	$2.12M	Buy	83,010 +822	+1%	+$20.8K	0.59%	29
2014 Q2	$2.06M	Sell	82,188 -8,142	-9%	-$209K	0.58%	29
2014 Q1	$2.3M	Sell	90,330 -1,239	-1%	-$31.1K	0.66%	26
2013 Q4	$2.4M	Buy	91,569 +963	+1%	+$24.9K	0.69%	26
2013 Q3	$2.23M	Buy	90,606 +4,089	+5%	+$103K	0.7%	26
2013 Q2	$2.15M	Buy	+86,517	New	+$2.22M	0.75%	25

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

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

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

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

Laird Norton Wetherby Wealth Management's WMT Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Walmart Inc (WMT) stake by 0.67% in Q3 2025, buying an estimated $77.1K and bringing the position to 115,548 shares worth $11.9M. The position accounts for 0.49% of the portfolio, ranked #27.

Laird Norton Wetherby Wealth Management first reported a position in WMT in Q2 2013 and has held it in 49 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

Laird Norton Wetherby Wealth Management held 115,548 shares of Walmart Inc worth $11.9M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 774 Walmart Inc shares in Q3 2025, an estimated $77.1K.
Walmart Inc made up 0.49% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #27 holding.
Laird Norton Wetherby Wealth Management first reported a position in Walmart Inc in Q2 2013 and has held it in 49 quarters since.
4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.