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AFS Financial Group’s Walmart Inc WMT Stock Holding History

AFS Financial Group’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
Q1 		– Sell
-10,365
Closed -$545K – 56
2023
Q4 		$545K Sell
10,365
-17,763
-63% -$940K 0.51% 31
2023
Q3 		$1.5M Sell
28,128
-2,169
-7% -$115K 1.02% 23
2023
Q2 		$1.59M Sell
30,297
-57
-0.2% -$2.88K 1.03% 23
2023
Q1 		$1.49M Sell
30,354
-375
-1% -$17.8K 1% 23
2022
Q4 		$1.45M Buy
+30,729
New +$1.46M 1.03% 24

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AFS Financial Group's WMT Position: Q1 2024 in Review

AFS Financial Group sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 10,365 shares — an estimated $545K sold.

AFS Financial Group first reported a position in WMT in Q4 2022 and held it in 5 quarters. The position peaked at $1.59M in Q2 2023. 3,205 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • AFS Financial Group reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 10,365 Walmart Inc shares in Q1 2024, an estimated $545K.
  • AFS Financial Group first reported a position in Walmart Inc in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Walmart Inc position peaked at $1.59M in Q2 2023.
  • 3,205 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.