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Willow Creek Wealth Management’s Walmart Inc WMT Stock Holding History

Willow Creek 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 		$618K Sell
5,995
-78
-1% -$7.76K 0.05% 96
2025
Q2 		$594K Buy
6,073
+78
+1% +$7.43K 0.05% 90
2025
Q1 		$526K Buy
5,995
+1,194
+25% +$112K 0.05% 88
2024
Q4 		$434K Hold
4,801
– – 0.04% 94
2024
Q3 		$388K Buy
4,801
+137
+3% +$10.1K 0.04% 105
2024
Q2 		$316K Sell
4,664
-7
-0.1% -$441 0.04% 118
2024
Q1 		$281K Sell
4,671
-33
-0.7% -$1.89K 0.03% 129
2023
Q4 		$247K Sell
4,704
-1,038
-18% -$54.9K 0.03% 124
2023
Q3 		$306K Sell
5,742
-117
-2% -$6.23K 0.05% 102
2023
Q2 		$307K Buy
5,859
+186
+3% +$9.38K 0.04% 115
2023
Q1 		$279K Sell
5,673
-3
-0.1% -$142 0.04% 110
2022
Q4 		$268K Buy
5,676
+3
+0.1% +$142 0.04% 105
2022
Q3 		$245K Hold
5,673
– – 0.05% 103
2022
Q2 		$230K Hold
5,673
– – 0.04% 112
2022
Q1 		$282K Sell
5,673
-42
-0.7% -$1.97K 0.06% 97
2021
Q4 		$276K Buy
5,715
+42
+0.7% +$2K 0.06% 104
2021
Q3 		$264K Hold
5,673
– – 0.06% 97
2021
Q2 		$267K Buy
5,673
+63
+1% +$2.93K 0.06% 93
2021
Q1 		$254K Hold
5,610
– – 0.09% 83
2020
Q4 		$270K Sell
5,610
-291
-5% -$14.1K 0.1% 76
2020
Q3 		$275K Sell
5,901
-237
-4% -$10.5K 0.11% 61
2020
Q2 		$245K Hold
6,138
– – 0.11% 64
2020
Q1 		$233K Sell
6,138
-183
-3% -$7.04K 0.12% 56
2019
Q4 		$250K Sell
6,321
-42
-0.7% -$1.67K 0.11% 68
2019
Q3 		$252K Buy
6,363
+333
+6% +$12.6K 0.12% 70
2019
Q2 		$222K Buy
+6,030
New +$208K 0.11% 75

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

Willow Creek Wealth Management's WMT Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Walmart Inc (WMT) stake by 1.3% in Q3 2025, selling an estimated $7.76K and leaving 5,995 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #96.

Willow Creek Wealth Management first reported a position in WMT in Q2 2019 and has held it in 26 quarters since. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • Willow Creek Wealth Management held 5,995 shares of Walmart Inc worth $618K as of Q3 2025.
  • Willow Creek Wealth Management sold 78 Walmart Inc shares in Q3 2025, an estimated $7.76K.
  • Walmart Inc made up 0.05% of Willow Creek Wealth Management's portfolio in Q3 2025, its #96 holding.
  • Willow Creek Wealth Management first reported a position in Walmart Inc in Q2 2019 and has held it in 26 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.