BBJS Financial Advisors’s Walmart Inc WMT Stock Holding History

BBJS Financial 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	$15.7K	Hold	195	–	–	0.01%	104
2024 Q2	$13.2K	Buy	+195	New	+$12.3K	﹤0.01%	117

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BBJS Financial Advisors's WMT Position: Q3 2024 in Review

BBJS Financial Advisors held its Walmart Inc (WMT) position steady in Q3 2024 at 195 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #104.

BBJS Financial Advisors first reported a position in WMT in Q2 2024 and has held it in 2 quarters since. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

BBJS Financial Advisors held 195 shares of Walmart Inc worth $15.7K as of Q3 2024.
BBJS Financial Advisors left its Walmart Inc share count unchanged in Q3 2024.
Walmart Inc made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #104 holding.
BBJS Financial Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 2 quarters since.
3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.