BW
WMT icon

Bison Wealth’s Walmart Inc WMT Stock Holding History

Bison Wealth’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
-500
Closed -$250 – 490
2024
Q2 		$250 Hold
500
– – ﹤0.01% 422
2024
Q1 		$250 Buy
+500
New +$28.6K ﹤0.01% 424
2022
Q1 		– Sell
-1,500
Closed -$72K – 418
2021
Q4 		$72K Sell
1,500
-2,100
-58% -$100K 0.04% 232
2021
Q3 		$167K Buy
+3,600
New +$173K 0.08% 244

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bison Wealth's WMT Position: Q4 2024 in Review

Bison Wealth reduced its Walmart Inc (WMT) stake by 71% in Q4 2024, selling an estimated $3.36M and leaving 15,670 shares worth $1.42M. The position accounts for 0.31% of the portfolio, ranked #71.

Bison Wealth first reported a position in WMT in Q4 2014 and has held it in 41 quarters since. The position peaked at $4.39M in Q3 2024. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Bison Wealth held 15,670 shares of Walmart Inc worth $1.42M as of Q4 2024.
  • Bison Wealth sold 38,735 Walmart Inc shares in Q4 2024, an estimated $3.36M.
  • Walmart Inc made up 0.31% of Bison Wealth's portfolio in Q4 2024, its #71 holding.
  • Bison Wealth first reported a position in Walmart Inc in Q4 2014 and has held it in 41 quarters since.
  • Bison Wealth's Walmart Inc position peaked at $4.39M in Q3 2024.
  • 3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.