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Able Wealth Management’s Walmart Inc WMT Stock Holding History

Able 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 		– Sell
-3,022
Closed -$205K – 95
2024
Q2 		$205K Buy
+3,022
New +$190K 0.17% 79
2024
Q1 		– Sell
-570
Closed -$29.9K – 577
2023
Q4 		$29.9K Buy
+570
New +$30.2K 0.03% 171

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

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

Able Wealth Management sold out of Walmart Inc (WMT) in Q3 2024, closing a stake of 3,022 shares — an estimated $205K sold.

Able Wealth Management first reported a position in WMT in Q4 2023 and held it in 2 quarters. The position peaked at $205K in Q2 2024. 3,455 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Able Wealth Management reported no remaining Walmart Inc position as of Q3 2024 after selling out during the quarter.
  • Able Wealth Management sold 3,022 Walmart Inc shares in Q3 2024, an estimated $205K.
  • Able Wealth Management first reported a position in Walmart Inc in Q4 2023 and held it in 2 quarters.
  • Able Wealth Management's Walmart Inc position peaked at $205K in Q2 2024.
  • 3,455 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Able Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.