Dechtman Wealth Management’s Walmart Inc WMT Stock Holding History

Dechtman 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	$416K	Hold	4,603	–	–	0.08%	40
2024 Q3	$372K	Buy	4,603 +12	+0.3%	+$881	0.08%	45
2024 Q2	$311K	Buy	4,591 +31	+0.7%	+$1.95K	0.07%	45
2024 Q1	$274K	Buy	4,560 +15	+0.3%	+$858	0.06%	52
2023 Q4	$238K	Hold	4,545	–	–	0.06%	50
2023 Q3	$242K	Buy	4,545 +18	+0.4%	+$958	0.07%	46
2023 Q2	$237K	Buy	+4,527	New	+$228K	0.07%	48

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dechtman Wealth Management's WMT Position: Q4 2024 in Review

Dechtman Wealth Management held its Walmart Inc (WMT) position steady in Q4 2024 at 4,603 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #40.

Dechtman Wealth Management first reported a position in WMT in Q2 2023 and has held it in 7 quarters since. 3,916 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Dechtman Wealth Management held 4,603 shares of Walmart Inc worth $416K as of Q4 2024.
Dechtman Wealth Management left its Walmart Inc share count unchanged in Q4 2024.
Walmart Inc made up 0.08% of Dechtman Wealth Management's portfolio in Q4 2024, its #40 holding.
Dechtman Wealth Management first reported a position in Walmart Inc in Q2 2023 and has held it in 7 quarters since.
3,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.