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Watts Gwilliam & Co’s Walmart Inc WMT Stock Holding History

Watts Gwilliam & Co’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 		$3.25M Buy
31,496
+2,297
+8% +$229K 0.52% 37
2025
Q2 		$3.02M Buy
29,199
+4,249
+17% +$405K 0.5% 40
2025
Q1 		$2.19M Buy
24,950
+690
+3% +$64.7K 0.47% 46
2024
Q4 		$2.2M Buy
24,260
+4,806
+25% +$417K 0.47% 45
2024
Q3 		$1.55M Buy
+19,454
New +$1.43M 0.34% 61
2024
Q1 		$583K Buy
+9,743
New +$557K 0.18% 96

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
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

Watts Gwilliam & Co's WMT Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Walmart Inc (WMT) stake by 7.9% in Q3 2025, buying an estimated $229K and bringing the position to 31,496 shares worth $3.25M. The position accounts for 0.52% of the portfolio, ranked #37.

Watts Gwilliam & Co first reported a position in WMT in Q1 2024 and has held it in 6 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Watts Gwilliam & Co held 31,496 shares of Walmart Inc worth $3.25M as of Q3 2025.
  • Watts Gwilliam & Co bought 2,297 Walmart Inc shares in Q3 2025, an estimated $229K.
  • Walmart Inc made up 0.52% of Watts Gwilliam & Co's portfolio in Q3 2025, its #37 holding.
  • Watts Gwilliam & Co first reported a position in Walmart Inc in Q1 2024 and has held it in 6 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.