9WM
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9258 Wealth Management’s Walmart Inc WMT Stock Holding History

9258 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
2024
Q3 		$3.23M Sell
39,964
-301
-0.7% -$22.1K 0.48% 42
2024
Q2 		$2.73M Buy
40,265
+958
+2% +$60.3K 0.42% 48
2024
Q1 		$2.37M Buy
39,307
+391
+1% +$22.4K 0.37% 55
2023
Q4 		$2.04M Buy
38,916
+705
+2% +$37.3K 0.36% 59
2023
Q3 		$2.04M Buy
38,211
+12
+0% +$639 0.4% 55
2023
Q2 		$2M Buy
38,199
+3
+0% +$151 0.38% 57
2023
Q1 		$1.88M Buy
38,196
+963
+3% +$45.7K 0.38% 59
2022
Q4 		$1.76M Hold
37,233
– – 0.38% 60
2022
Q3 		$1.61M Sell
37,233
-552
-1% -$24.2K 0.41% 56
2022
Q2 		$1.53M Buy
37,785
+1,521
+4% +$70.1K 0.39% 61
2022
Q1 		$1.8M Buy
36,264
+894
+3% +$42K 0.42% 50
2021
Q4 		$1.71M Buy
35,370
+1,923
+6% +$91.8K 0.39% 46
2021
Q3 		$1.55M Sell
33,447
-135
-0.4% -$6.5K 0.41% 46
2021
Q2 		$1.58M Buy
33,582
+648
+2% +$30.2K 0.43% 45
2021
Q1 		$1.49M Sell
32,934
-288
-0.9% -$13.3K 0.45% 44
2020
Q4 		$1.6M Sell
33,222
-645
-2% -$31.3K 0.52% 35
2020
Q3 		$1.57M Sell
33,867
-1,614
-5% -$71.8K 0.59% 28
2020
Q2 		$1.42M Buy
35,481
+366
+1% +$15.1K 0.57% 33
2020
Q1 		$1.5M Buy
35,115
+516
+1% +$19.8K 0.66% 29
2019
Q4 		$1.37M Buy
34,599
+10,125
+41% +$402K 0.5% 41
2019
Q3 		$968K Buy
24,474
+549
+2% +$20.7K 0.75% 39
2019
Q2 		$881K Buy
23,925
+2,244
+10% +$77.3K 0.71% 44
2019
Q1 		$705K Buy
21,681
+465
+2% +$15.1K 0.6% 56
2018
Q4 		$659K Buy
+21,216
New +$680K 0.64% 52

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

9258 Wealth Management's WMT Position: Q3 2024 in Review

9258 Wealth Management reduced its Walmart Inc (WMT) stake by 0.75% in Q3 2024, selling an estimated $22.1K and leaving 39,964 shares worth $3.23M. The position accounts for 0.48% of the portfolio, ranked #42.

9258 Wealth Management first reported a position in WMT in Q4 2018 and has held it in 24 quarters since. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • 9258 Wealth Management held 39,964 shares of Walmart Inc worth $3.23M as of Q3 2024.
  • 9258 Wealth Management sold 301 Walmart Inc shares in Q3 2024, an estimated $22.1K.
  • Walmart Inc made up 0.48% of 9258 Wealth Management's portfolio in Q3 2024, its #42 holding.
  • 9258 Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 24 quarters since.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.