Cypress Capital’s Walmart Inc WMT Stock Holding History

Cypress Capital’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 Q3	–	Sell	-895	Closed	-$60.6K	–	360
2024 Q2	$60.6K	Buy	+895	New	+$56.4K	0.02%	104
2022 Q2	–	Sell	-4,107	Closed	-$204K	–	208
2022 Q1	$204K	Buy	+4,107	New	+$193K	0.03%	204
2019 Q2	–	Sell	-20,352	Closed	-$662K	–	71
2019 Q1	$662K	Buy	20,352 +1,869	+10%	+$60.6K	0.28%	55
2018 Q4	$574K	Buy	+18,483	New	+$593K	0.26%	45

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cypress Capital's WMT Position: Q3 2024 in Review

Cypress Capital sold out of Walmart Inc (WMT) in Q3 2024, closing a stake of 895 shares — an estimated $60.6K sold.

Cypress Capital first reported a position in WMT in Q4 2018 and held it in 4 quarters. The position peaked at $662K in Q1 2019. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

Cypress Capital reported no remaining Walmart Inc position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 895 Walmart Inc shares in Q3 2024, an estimated $60.6K.
Cypress Capital first reported a position in Walmart Inc in Q4 2018 and held it in 4 quarters.
Cypress Capital's Walmart Inc position peaked at $662K in Q1 2019.
3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.