Bridge Advisory’s Walmart Inc WMT Stock Holding History

Bridge Advisory’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	$238K	Sell	2,944 -31	-1%	-$2.28K	0.11%	91
2024 Q2	$201K	Buy	+2,975	New	+$187K	0.1%	95
2023 Q4	–	Sell	-6,030	Closed	-$321K	–	155
2023 Q3	$321K	Buy	6,030 +1,062	+21%	+$56.5K	0.11%	117
2023 Q2	$260K	Buy	4,968 +105	+2%	+$5.3K	0.1%	113
2023 Q1	$239K	Sell	4,863 -267	-5%	-$12.7K	0.09%	110
2022 Q4	$243K	Buy	5,130 +336	+7%	+$16K	0.1%	116
2022 Q3	$207K	Buy	+4,794	New	+$210K	0.1%	113
2022 Q2	–	Sell	-4,131	Closed	-$205K	–	124
2022 Q1	$205K	Buy	+4,131	New	+$194K	0.09%	95

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

Bridge Advisory's WMT Position: Q3 2024 in Review

Bridge Advisory reduced its Walmart Inc (WMT) stake by 1% in Q3 2024, selling an estimated $2.28K and leaving 2,944 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #91.

Bridge Advisory first reported a position in WMT in Q1 2022 and has held it in 8 quarters since. The position peaked at $321K in Q3 2023. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

Bridge Advisory held 2,944 shares of Walmart Inc worth $238K as of Q3 2024.
Bridge Advisory sold 31 Walmart Inc shares in Q3 2024, an estimated $2.28K.
Walmart Inc made up 0.11% of Bridge Advisory's portfolio in Q3 2024, its #91 holding.
Bridge Advisory first reported a position in Walmart Inc in Q1 2022 and has held it in 8 quarters since.
Bridge Advisory's Walmart Inc position peaked at $321K in Q3 2023.
3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.