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Capasso Planning Partners’s Walmart Inc WMT Stock Holding History

Capasso Planning Partners’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 		– Sell
-3,243
Closed -$262K – 157
2024
Q3 		$262K Sell
3,243
-1,983
-38% -$146K 0.08% 131
2024
Q2 		$354K Buy
+5,226
New +$329K 0.11% 105

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 $1.88B AUM 29.07% 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

Capasso Planning Partners's WMT Position: Q4 2024 in Review

Capasso Planning Partners sold out of Walmart Inc (WMT) in Q4 2024, closing a stake of 3,243 shares — an estimated $262K sold.

Capasso Planning Partners first reported a position in WMT in Q2 2024 and held it in 2 quarters. The position peaked at $354K in Q2 2024. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Capasso Planning Partners reported no remaining Walmart Inc position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 3,243 Walmart Inc shares in Q4 2024, an estimated $262K.
  • Capasso Planning Partners first reported a position in Walmart Inc in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Walmart Inc position peaked at $354K in Q2 2024.
  • 3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.