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Anchor Pointe Wealth Management’s Walmart Inc WMT Stock Holding History

Anchor Pointe 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
Q4 		$535K Buy
+5,911
New +$513K 0.7% 39

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Anchor Pointe Wealth Management's WMT Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Walmart Inc (WMT) in Q4 2024: 5,911 shares worth $535K. The stake represents 0.7% of the portfolio and ranks #39 among its holdings.

3,916 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Anchor Pointe Wealth Management held 5,911 shares of Walmart Inc worth $535K as of Q4 2024.
  • Walmart Inc was a new Anchor Pointe Wealth Management position in Q4 2024.
  • Walmart Inc made up 0.7% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #39 holding.
  • 3,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.