Bard Financial Services’s Walmart Inc WMT Stock Holding History

Bard Financial Services’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
2025 Q3	$31.7M	Sell	307,170 -1,925	-0.6%	-$192K	3.47%	3
2025 Q2	$30.2M	Sell	309,095 -3,100	-1%	-$295K	3.61%	3
2025 Q1	$27.4M	Buy	312,195 +25	+0%	+$2.35K	3.35%	3
2024 Q4	$28.2M	Buy	312,170 +1,100	+0.4%	+$95.5K	3.38%	3
2024 Q3	$25.1M	Sell	311,070 -304,285	-49%	-$22.3M	2.96%	4
2024 Q2	$41.7M	Buy	615,355 +2,825	+0.5%	+$178K	4.31%	3
2024 Q1	$36.9M	Buy	612,530 +2,750	+0.5%	+$157K	3.91%	3
2023 Q4	$32M	Buy	609,780 +5,580	+0.9%	+$295K	3.59%	3
2023 Q3	$32.2M	Buy	604,200 +9,900	+2%	+$527K	3.98%	3
2023 Q2	$31.1M	Buy	594,300 +750	+0.1%	+$37.8K	2.36%	6
2023 Q1	$29.2M	Buy	593,550 +4,200	+0.7%	+$199K	2.34%	6
2022 Q4	$27.9M	Buy	589,350 +990	+0.2%	+$47K	2.37%	6
2022 Q3	$25.4M	Buy	588,360 +11,775	+2%	+$516K	2.38%	6
2022 Q2	$23.4M	Buy	576,585 +6,171	+1%	+$285K	2.13%	6
2022 Q1	$28.3M	Buy	570,414 +2,796	+0.5%	+$131K	2.31%	6
2021 Q4	$27.4M	Buy	567,618 +12,675	+2%	+$605K	2.21%	7
2021 Q3	$25.8M	Buy	554,943 +168	+0%	+$8.09K	2.28%	7
2021 Q2	$26.1M	Buy	554,775 +15,117	+3%	+$704K	2.32%	7
2021 Q1	$24.4M	Sell	539,658 -17,322	-3%	-$802K	2.37%	7
2020 Q4	$26.8M	Buy	+556,980	New	+$27M	2.68%	6

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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