Litman Gregory Wealth Management’s Walmart Inc WMT Stock Holding History

Litman Gregory 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 Q4	$303K	Hold	2,717	–	–	0.02%	122
2025 Q3	$280K	Sell	2,717 -60	-2%	-$5.97K	0.02%	128
2025 Q2	$272K	Buy	2,777 +250	+10%	+$23.8K	0.02%	122
2025 Q1	$222K	Hold	2,527	–	–	0.02%	131
2024 Q4	$228K	Hold	2,527	–	–	0.02%	124
2024 Q3	$204K	Buy	+2,527	New	+$186K	0.02%	135
2021 Q2	–	Sell	-90	Closed	-$4K	–	191
2021 Q1	$4K	Hold	90	–	–	﹤0.01%	173
2020 Q4	$4K	Sell	90 -93	-51%	-$4.52K	﹤0.01%	174
2020 Q3	$9K	Buy	183 +93	+103%	+$4.13K	﹤0.01%	152
2020 Q2	$4K	Hold	90	–	–	﹤0.01%	155
2020 Q1	$3K	Sell	90 -120	-57%	-$4.62K	﹤0.01%	150
2019 Q4	$8K	Sell	210 -336	-62%	-$13.3K	﹤0.01%	156
2019 Q3	$22K	Sell	546 -456	-46%	-$17.2K	0.01%	108
2019 Q2	$37K	Buy	+1,002	New	+$34.5K	0.01%	105
2018 Q2	–	Sell	-2,100	Closed	-$62K	–	166
2018 Q1	$62K	Buy	+2,100	New	+$67.5K	0.03%	85

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Litman Gregory Wealth Management's WMT Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Walmart Inc (WMT) position steady in Q4 2025 at 2,717 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #122.

Litman Gregory Wealth Management first reported a position in WMT in Q1 2018 and has held it in 15 quarters since. 4,401 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

Litman Gregory Wealth Management held 2,717 shares of Walmart Inc worth $303K as of Q4 2025.
Litman Gregory Wealth Management left its Walmart Inc share count unchanged in Q4 2025.
Walmart Inc made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #122 holding.
Litman Gregory Wealth Management first reported a position in Walmart Inc in Q1 2018 and has held it in 15 quarters since.
4,401 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.