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Campbell Wealth Management’s Walmart Inc WMT Stock Holding History

Campbell 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
Q4 		$359K Buy
+3,977
New +$345K 0.03% 59
2024
Q2 		– Sell
-4,166
Closed -$251K – 98
2024
Q1 		$251K Buy
+4,166
New +$238K 0.02% 75
2020
Q3 		– Sell
-1,521
Closed -$61K – 351
2020
Q2 		$61K Buy
+1,521
New +$62.6K 0.01% 135

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Campbell Wealth Management's WMT Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Walmart Inc (WMT) in Q4 2024: 3,977 shares worth $359K. The stake represents 0.03% of the portfolio and ranks #59 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in WMT as recently as Q1 2024.

Campbell Wealth Management first reported a position in WMT in Q2 2020 and has held it in 3 quarters since. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Campbell Wealth Management held 3,977 shares of Walmart Inc worth $359K as of Q4 2024.
  • Walmart Inc was a new Campbell Wealth Management position in Q4 2024.
  • Walmart Inc made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #59 holding.
  • Campbell Wealth Management first reported a position in Walmart Inc in Q2 2020 and has held it in 3 quarters since.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.