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Brophy Wealth Management’s Walmart Inc WMT Stock Holding History

Brophy Wealth 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 		$2.07M Buy
+25,661
New +$1.88M 0.74% 25

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

Brophy Wealth Management's WMT Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Walmart Inc (WMT) in Q3 2024: 25,661 shares worth $2.07M. The stake represents 0.74% of the portfolio and ranks #25 among its holdings.

3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Brophy Wealth Management held 25,661 shares of Walmart Inc worth $2.07M as of Q3 2024.
  • Walmart Inc was a new Brophy Wealth Management position in Q3 2024.
  • Walmart Inc made up 0.74% of Brophy Wealth Management's portfolio in Q3 2024, its #25 holding.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.