FirstPurpose Wealth’s Walmart Inc WMT Stock Holding History

FirstPurpose Wealth’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	$466K	Sell	7,685 -67	-0.9%	-$3.83K	0.17%	105
2023 Q4	$407K	Buy	7,752 +183	+2%	+$9.68K	0.16%	113
2023 Q3	$404K	Sell	7,569 -360	-5%	-$19.2K	0.17%	102
2023 Q2	$415K	Buy	7,929 +234	+3%	+$11.8K	0.18%	101
2023 Q1	$378K	Buy	7,695 +462	+6%	+$21.9K	0.19%	99
2022 Q4	$342K	Buy	7,233 +408	+6%	+$19.4K	0.19%	99
2022 Q3	$295K	Buy	6,825 +726	+12%	+$31.8K	0.19%	95
2022 Q2	$247K	Buy	6,099 +1,236	+25%	+$57K	0.17%	113
2022 Q1	$241K	Buy	+4,863	New	+$228K	0.19%	115

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

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

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

FirstPurpose Wealth's WMT Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Walmart Inc (WMT) stake by 0.86% in Q1 2024, selling an estimated $3.83K and leaving 7,685 shares worth $466K. The position accounts for 0.17% of the portfolio, ranked #105.

FirstPurpose Wealth first reported a position in WMT in Q1 2022 and has held it in 9 quarters since. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

FirstPurpose Wealth held 7,685 shares of Walmart Inc worth $466K as of Q1 2024.
FirstPurpose Wealth sold 67 Walmart Inc shares in Q1 2024, an estimated $3.83K.
Walmart Inc made up 0.17% of FirstPurpose Wealth's portfolio in Q1 2024, its #105 holding.
FirstPurpose Wealth first reported a position in Walmart Inc in Q1 2022 and has held it in 9 quarters since.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.