Custom Portfolio Group’s Walmart Inc WMT Stock Holding History

Custom Portfolio Group’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 Q2	$5.08K	Hold	75	–	–	﹤0.01%	191
2024 Q1	$4.53K	Hold	75	–	–	﹤0.01%	193
2023 Q4	$3.96K	Buy	+75	New	+$3.97K	﹤0.01%	190

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Custom Portfolio Group's WMT Position: Q2 2024 in Review

Custom Portfolio Group held its Walmart Inc (WMT) position steady in Q2 2024 at 75 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Custom Portfolio Group first reported a position in WMT in Q4 2023 and has held it in 3 quarters since. 3,316 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

Custom Portfolio Group held 75 shares of Walmart Inc worth $5.08K as of Q2 2024.
Custom Portfolio Group left its Walmart Inc share count unchanged in Q2 2024.
Walmart Inc made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #191 holding.
Custom Portfolio Group first reported a position in Walmart Inc in Q4 2023 and has held it in 3 quarters since.
3,316 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.