Caliber Wealth Management (Utah)’s Walmart Inc WMT Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	$2.86M	Buy	47,503 +1,780	+4%	+$102K	1.52%	27
2023 Q4	$2.4M	Buy	45,723 +1,425	+3%	+$75.4K	1.41%	30
2023 Q3	$2.36M	Buy	44,298 +2,808	+7%	+$149K	1.59%	22
2023 Q2	$2.17M	Buy	41,490 +1,872	+5%	+$94.4K	1.46%	26
2023 Q1	$1.95M	Sell	39,618 -141	-0.4%	-$6.69K	1.46%	31
2022 Q4	$1.88M	Buy	+39,759	New	+$1.89M	1.44%	24
2021 Q3	–	Sell	-11,472	Closed	-$539K	–	76
2021 Q2	$539K	Sell	11,472 -23,379	-67%	-$1.09M	0.38%	65
2021 Q1	$1.58M	Buy	34,851 +5,442	+19%	+$252K	1.15%	33
2020 Q4	$1.41M	Buy	+29,409	New	+$1.43M	1.39%	31

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Caliber Wealth Management (Utah)'s WMT Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Walmart Inc (WMT) stake by 3.9% in Q1 2024, buying an estimated $102K and bringing the position to 47,503 shares worth $2.86M. The position accounts for 1.52% of the portfolio, ranked #27.

Caliber Wealth Management (Utah) first reported a position in WMT in Q4 2020 and has held it in 9 quarters since. 3,205 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Caliber Wealth Management (Utah) held 47,503 shares of Walmart Inc worth $2.86M as of Q1 2024.
Caliber Wealth Management (Utah) bought 1,780 Walmart Inc shares in Q1 2024, an estimated $102K.
Walmart Inc made up 1.52% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #27 holding.
Caliber Wealth Management (Utah) first reported a position in Walmart Inc in Q4 2020 and has held it in 9 quarters since.
3,205 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.