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Executive Wealth Group’s Walmart Inc WMT Stock Holding History

Executive Wealth 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
Q1 		$626K Buy
+8,400
New +$481K 0.13% 46

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Executive Wealth Group's WMT Position: Q1 2024 in Review

Executive Wealth Group opened a new position in Walmart Inc (WMT) in Q1 2024: 8,400 shares worth $626K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings.

3,211 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Executive Wealth Group held 8,400 shares of Walmart Inc worth $626K as of Q1 2024.
  • Walmart Inc was a new Executive Wealth Group position in Q1 2024.
  • Walmart Inc made up 0.13% of Executive Wealth Group's portfolio in Q1 2024, its #46 holding.
  • 3,211 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.