Bray Capital Advisors’s Walmart Inc WMT Stock Holding History

Bray Capital 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 Q4	$8.48K	Hold	94	–	–	﹤0.01%	233
2024 Q3	$7.58K	Hold	94	–	–	﹤0.01%	235
2024 Q2	$6.34K	Buy	94 +1	+1%	+$63	﹤0.01%	233
2024 Q1	$5.6K	Hold	93	–	–	﹤0.01%	241
2023 Q4	$4.89K	Buy	93 +24	+35%	+$1.27K	﹤0.01%	240
2023 Q3	$3.68K	Buy	+69	New	+$3.67K	﹤0.01%	246
2020 Q1	–	Sell	-369	Closed	-$15K	–	274
2019 Q4	$15K	Hold	369	–	–	0.01%	231
2019 Q3	$15K	Hold	369	–	–	0.01%	235
2019 Q2	$14K	Hold	369	–	–	0.01%	248
2019 Q1	$12K	Buy	+369	New	+$12K	0.01%	244
2015 Q4	–	Sell	-300	Closed	-$6K	–	316
2015 Q3	$6K	Hold	300	–	–	﹤0.01%	352
2015 Q2	$7K	Buy	+300	New	+$7.65K	﹤0.01%	369

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Bray Capital Advisors's WMT Position: Q4 2024 in Review

Bray Capital Advisors held its Walmart Inc (WMT) position steady in Q4 2024 at 94 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Bray Capital Advisors first reported a position in WMT in Q2 2015 and has held it in 12 quarters since. The position peaked at $15K in Q4 2019. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Bray Capital Advisors held 94 shares of Walmart Inc worth $8.48K as of Q4 2024.
Bray Capital Advisors left its Walmart Inc share count unchanged in Q4 2024.
Walmart Inc made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #233 holding.
Bray Capital Advisors first reported a position in Walmart Inc in Q2 2015 and has held it in 12 quarters since.
Bray Capital Advisors's Walmart Inc position peaked at $15K in Q4 2019.
3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.