AFIA
WMT icon

America First Investment Advisors’s Walmart Inc WMT Stock Holding History

America First Investment Advisors’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
-1,113
Closed -$75.4K – 78
2024
Q2 		$75.4K Hold
1,113
– – 0.02% 49
2024
Q1 		$67K Hold
1,113
– – 0.02% 52
2023
Q4 		$58.5K Hold
1,113
– – 0.02% 53
2023
Q3 		$59.3K Hold
1,113
– – 0.02% 50
2023
Q2 		$58.3K Hold
1,113
– – 0.02% 52
2023
Q1 		$54.7K Buy
+1,113
New +$52.8K 0.02% 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

America First Investment Advisors's WMT Position: Q3 2024 in Review

America First Investment Advisors sold out of Walmart Inc (WMT) in Q3 2024, closing a stake of 1,113 shares — an estimated $75.4K sold.

America First Investment Advisors first reported a position in WMT in Q1 2023 and held it in 6 quarters. The position peaked at $75.4K in Q2 2024. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • America First Investment Advisors reported no remaining Walmart Inc position as of Q3 2024 after selling out during the quarter.
  • America First Investment Advisors sold 1,113 Walmart Inc shares in Q3 2024, an estimated $75.4K.
  • America First Investment Advisors first reported a position in Walmart Inc in Q1 2023 and held it in 6 quarters.
  • America First Investment Advisors's Walmart Inc position peaked at $75.4K in Q2 2024.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.