Buckingham Capital Management (Ohio)’s Walmart Inc WMT Stock Holding History

Buckingham Capital Management (Ohio)’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	$409K	Buy	4,523 +1,200	+36%	+$104K	0.05%	101
2024 Q3	$268K	Buy	3,323 +6	+0.2%	+$441	0.03%	125
2024 Q2	$225K	Buy	+3,317	New	+$209K	0.03%	126
2023 Q4	–	Sell	-3,894	Closed	-$208K	–	123
2023 Q3	$208K	Buy	3,894 +12	+0.3%	+$639	0.03%	109
2023 Q2	$203K	Buy	+3,882	New	+$196K	0.03%	109
2022 Q2	–	Sell	-4,542	Closed	-$226K	–	123
2022 Q1	$226K	Buy	4,542 +117	+3%	+$5.49K	0.04%	109
2021 Q4	$213K	Buy	4,425 +18	+0.4%	+$859	0.03%	116
2021 Q3	$205K	Buy	4,407 +12	+0.3%	+$578	0.03%	118
2021 Q2	$207K	Buy	+4,395	New	+$205K	0.03%	119
2021 Q1	–	Sell	-4,215	Closed	-$203K	–	125
2020 Q4	$203K	Buy	+4,215	New	+$205K	0.04%	117

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 $1.88B AUM 29.07% 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

Buckingham Capital Management (Ohio)'s WMT Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its Walmart Inc (WMT) stake by 36% in Q4 2024, buying an estimated $104K and bringing the position to 4,523 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #101.

Buckingham Capital Management (Ohio) first reported a position in WMT in Q4 2020 and has held it in 10 quarters since. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Buckingham Capital Management (Ohio) held 4,523 shares of Walmart Inc worth $409K as of Q4 2024.
Buckingham Capital Management (Ohio) bought 1,200 Walmart Inc shares in Q4 2024, an estimated $104K.
Walmart Inc made up 0.05% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #101 holding.
Buckingham Capital Management (Ohio) first reported a position in Walmart Inc in Q4 2020 and has held it in 10 quarters since.
3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.