Financial Management Network’s Walmart Inc WMT Stock Holding History

Financial Management Network’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	–	Sell	-5,197	Closed	-$421K	–	180
2024 Q3	$421K	Buy	+5,197	New	+$382K	0.09%	122
2024 Q2	–	Sell	-4,357	Closed	-$259K	–	169
2024 Q1	$259K	Buy	+4,357	New	+$249K	0.07%	136
2023 Q4	–	Sell	-4,134	Closed	-$222K	–	156
2023 Q3	$222K	Buy	4,134 +78	+2%	+$4.15K	0.07%	137
2023 Q2	$214K	Buy	+4,056	New	+$205K	0.07%	138
2023 Q1	–	Sell	-4,437	Closed	-$213K	–	139
2022 Q4	$213K	Sell	4,437 -1,110	-20%	-$52.7K	0.09%	126
2022 Q3	$248K	Buy	+5,547	New	+$243K	0.12%	120
2022 Q1	–	Sell	-5,073	Closed	-$240K	–	139
2021 Q4	$240K	Sell	5,073 -600	-11%	-$28.6K	0.11%	117
2021 Q3	$257K	Hold	5,673	–	–	0.13%	107
2021 Q2	$265K	Hold	5,673	–	–	0.13%	108
2021 Q1	$269K	Sell	5,673 -171	-3%	-$7.92K	0.14%	106
2020 Q4	$284K	Buy	+5,844	New	+$284K	0.17%	90

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Norges Bank Oslo, Norway $935B AUM

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

Financial Management Network's WMT Position: Q4 2024 in Review

Financial Management Network sold out of Walmart Inc (WMT) in Q4 2024, closing a stake of 5,197 shares — an estimated $421K sold.

Financial Management Network first reported a position in WMT in Q4 2020 and held it in 11 quarters. The position peaked at $421K in Q3 2024. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Financial Management Network reported no remaining Walmart Inc position as of Q4 2024 after selling out during the quarter.
Financial Management Network sold 5,197 Walmart Inc shares in Q4 2024, an estimated $421K.
Financial Management Network first reported a position in Walmart Inc in Q4 2020 and held it in 11 quarters.
Financial Management Network's Walmart Inc position peaked at $421K in Q3 2024.
3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Financial Management Network's 13F filing for Q4 2024, filed 3 Feb 2025.