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Boston Mountain Money Management’s Walmart Inc WMT Stock Holding History

Boston Mountain Money 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
Q3 		$18.8M Buy
233,042
+8,454
+4% +$621K 10.93% 2
2024
Q2 		$15.2M Sell
224,588
-19,680
-8% -$1.24M 10.03% 3
2024
Q1 		$14.7M Buy
+244,268
New +$14M 10.07% 3

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

Boston Mountain Money Management's WMT Position: Q3 2024 in Review

Boston Mountain Money Management increased its Walmart Inc (WMT) stake by 3.8% in Q3 2024, buying an estimated $621K and bringing the position to 233,042 shares worth $18.8M. The position accounts for 10.93% of the portfolio, ranked #2.

Boston Mountain Money Management first reported a position in WMT in Q1 2024 and has held it in 3 quarters since. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Boston Mountain Money Management held 233,042 shares of Walmart Inc worth $18.8M as of Q3 2024.
  • Boston Mountain Money Management bought 8,454 Walmart Inc shares in Q3 2024, an estimated $621K.
  • Walmart Inc made up 10.93% of Boston Mountain Money Management's portfolio in Q3 2024, its #2 holding.
  • Boston Mountain Money Management first reported a position in Walmart Inc in Q1 2024 and has held it in 3 quarters since.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.