Bull Oak Capital’s Walmart Inc WMT Stock Holding History

Bull Oak Capital’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	–	Sell	-166	Closed	-$9.96K	–	54
2024 Q1	$9.96K	Buy	166 +1	+0.6%	+$57	0.01%	37
2023 Q4	$8.67K	Hold	165	–	–	﹤0.01%	38
2023 Q3	$8.8K	Buy	+165	New	+$8.78K	0.01%	43

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bull Oak Capital's WMT Position: Q2 2024 in Review

Bull Oak Capital sold out of Walmart Inc (WMT) in Q2 2024, closing a stake of 166 shares — an estimated $9.96K sold.

Bull Oak Capital first reported a position in WMT in Q3 2023 and held it in 3 quarters. The position peaked at $9.96K in Q1 2024. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

Bull Oak Capital reported no remaining Walmart Inc position as of Q2 2024 after selling out during the quarter.
Bull Oak Capital sold 166 Walmart Inc shares in Q2 2024, an estimated $9.96K.
Bull Oak Capital first reported a position in Walmart Inc in Q3 2023 and held it in 3 quarters.
Bull Oak Capital's Walmart Inc position peaked at $9.96K in Q1 2024.
3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Bull Oak Capital's 13F filing for Q2 2024, filed 18 Jul 2024.