Credential Qtrade Securities’s Walmart Inc WMT Stock Holding History

Credential Qtrade Securities’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	$84.4K	Buy	1,403 +1,157	+470%	+$66.2K	﹤0.01%	262
2023 Q4	$12.9K	Buy	246 +174	+242%	+$9.21K	﹤0.01%	281
2023 Q3	$3.84K	Buy	+72	New	+$3.83K	﹤0.01%	308
2022 Q4	–	Sell	-27	Closed	-$1.17K	–	408
2022 Q3	$1.17K	Buy	+27	New	+$1.18K	﹤0.01%	359
2022 Q2	–	Sell	-22,920	Closed	-$1.14M	–	378
2022 Q1	$1.14M	Buy	+22,920	New	+$1.08M	0.07%	123
2021 Q3	–	Sell	-1,440	Closed	-$67.7K	–	374
2021 Q2	$67.7K	Hold	1,440	–	–	0.01%	271
2021 Q1	$65.2K	Sell	1,440 -7,470	-84%	-$346K	0.01%	263
2020 Q4	$428K	Buy	8,910 +1,830	+26%	+$88.9K	0.04%	146
2020 Q3	$330K	Buy	7,080 +1,200	+20%	+$53.4K	0.04%	151
2020 Q2	$235K	Buy	5,880 +1,875	+47%	+$77.1K	0.03%	169
2020 Q1	$152K	Buy	4,005 +1,350	+51%	+$51.9K	0.02%	166
2019 Q4	$105K	Buy	2,655 +2,505	+1,670%	+$99.5K	0.01%	193
2019 Q3	$5.93K	Buy	+150	New	+$5.66K	﹤0.01%	255

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

Credential Qtrade Securities's WMT Position: Q1 2024 in Review

Credential Qtrade Securities increased its Walmart Inc (WMT) stake by 470% in Q1 2024, buying an estimated $66.2K and bringing the position to 1,403 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Credential Qtrade Securities first reported a position in WMT in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.14M in Q1 2022. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Credential Qtrade Securities held 1,403 shares of Walmart Inc worth $84.4K as of Q1 2024.
Credential Qtrade Securities bought 1,157 Walmart Inc shares in Q1 2024, an estimated $66.2K.
Walmart Inc made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #262 holding.
Credential Qtrade Securities first reported a position in Walmart Inc in Q3 2019 and has held it in 13 quarters since.
Credential Qtrade Securities's Walmart Inc position peaked at $1.14M in Q1 2022.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.