Fiduciary Planning’s Walmart Inc WMT Stock Holding History

Fiduciary Planning’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
2023 Q4	–	Sell	-12,207	Closed	-$651K	–	71
2023 Q3	$651K	Buy	+12,207	New	+$650K	0.31%	45
2021 Q2	–	Sell	-324	Closed	-$15K	–	277
2021 Q1	$15K	Sell	324 -32,400	-99%	-$1.5M	0.02%	136
2020 Q4	$1.57M	Buy	32,724 +1,233	+4%	+$59.9K	2.22%	20
2020 Q3	$1.47M	Buy	31,491 +1,992	+7%	+$88.6K	2.42%	14
2020 Q2	$1.27M	Buy	29,499 +882	+3%	+$36.3K	2.8%	12
2020 Q1	$1.08M	Buy	+28,617	New	+$1.1M	2.03%	15

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Planning's WMT Position: Q4 2023 in Review

Fiduciary Planning sold out of Walmart Inc (WMT) in Q4 2023, closing a stake of 12,207 shares — an estimated $651K sold.

Fiduciary Planning first reported a position in WMT in Q1 2020 and held it in 6 quarters. The position peaked at $1.57M in Q4 2020. 3,082 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

Fiduciary Planning reported no remaining Walmart Inc position as of Q4 2023 after selling out during the quarter.
Fiduciary Planning sold 12,207 Walmart Inc shares in Q4 2023, an estimated $651K.
Fiduciary Planning first reported a position in Walmart Inc in Q1 2020 and held it in 6 quarters.
Fiduciary Planning's Walmart Inc position peaked at $1.57M in Q4 2020.
3,082 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.