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Buckingham Strategic Wealth’s Walmart Inc WMT Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$498 Buy
+100
New +$6.3K ﹤0.01% 793

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Buckingham Strategic Wealth's WMT Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Walmart Inc (WMT) stake by 7.8% in Q2 2024, selling an estimated $674K and leaving 126,229 shares worth $8.55M. The position accounts for 0.09% of the portfolio, ranked #103.

Buckingham Strategic Wealth first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. The position peaked at $9.31M in Q3 2023. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

  • Buckingham Strategic Wealth held 126,229 shares of Walmart Inc worth $8.55M as of Q2 2024.
  • Buckingham Strategic Wealth sold 10,697 Walmart Inc shares in Q2 2024, an estimated $674K.
  • Walmart Inc made up 0.09% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #103 holding.
  • Buckingham Strategic Wealth first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Walmart Inc position peaked at $9.31M in Q3 2023.
  • 3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.