Cassady Schiller Wealth Management’s Walmart Inc WMT Stock Holding History

Cassady Schiller 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	$96.8K	Buy	1,072 +49	+5%	+$4.25K	0.04%	161
2024 Q3	$82.6K	Hold	1,023	–	–	0.03%	170
2024 Q2	$69.3K	Hold	1,023	–	–	0.03%	174
2024 Q1	$61.5K	Buy	1,023 +27	+3%	+$1.54K	0.03%	198
2023 Q4	$52.3K	Hold	996	–	–	0.03%	197
2023 Q3	$53.1K	Hold	996	–	–	0.03%	190
2023 Q2	$52.2K	Hold	996	–	–	0.03%	191
2023 Q1	$48.9K	Sell	996 -705	-41%	-$33.5K	0.02%	201
2022 Q4	$80.5K	Buy	+1,701	New	+$80.8K	0.05%	152
2022 Q1	–	Sell	-1,527	Closed	-$74K	–	610
2021 Q4	$74K	Buy	+1,527	New	+$72.9K	0.04%	168

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's WMT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Walmart Inc (WMT) stake by 4.8% in Q4 2024, buying an estimated $4.25K and bringing the position to 1,072 shares worth $96.8K. The position accounts for 0.04% of the portfolio, ranked #161.

Cassady Schiller Wealth Management first reported a position in WMT in Q4 2021 and has held it in 10 quarters since. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Cassady Schiller Wealth Management held 1,072 shares of Walmart Inc worth $96.8K as of Q4 2024.
Cassady Schiller Wealth Management bought 49 Walmart Inc shares in Q4 2024, an estimated $4.25K.
Walmart Inc made up 0.04% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #161 holding.
Cassady Schiller Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 10 quarters since.
3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.