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Geller Advisors’s Walmart Inc WMT Stock Holding History

Geller Advisors’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 		$1.1M Buy
12,170
+489
+4% +$42.4K 0.07% 62
2024
Q3 		$943K Buy
11,681
+793
+7% +$58.2K 0.07% 78
2024
Q2 		$737K Buy
10,888
+2,905
+36% +$183K 0.05% 102
2024
Q1 		$482K Buy
7,983
+3,225
+68% +$185K 0.04% 149
2023
Q4 		$251K Sell
4,758
-99
-2% -$5.24K 0.02% 229
2023
Q3 		$259K Sell
4,857
-186
-4% -$9.9K 0.03% 211
2023
Q2 		$264K Sell
5,043
-1,086
-18% -$54.8K 0.03% 208
2023
Q1 		$302K Buy
6,129
+1,098
+22% +$52.1K 0.04% 118
2022
Q4 		$239K Buy
+5,031
New +$239K 0.04% 129
2022
Q2 		– Sell
-6,786
Closed -$338K – 174
2022
Q1 		$338K Buy
6,786
+2,172
+47% +$102K 0.06% 91
2021
Q4 		$223K Sell
4,614
-12
-0.3% -$573 0.04% 160
2021
Q3 		$215K Buy
4,626
+105
+2% +$5.06K 0.05% 144
2021
Q2 		$213K Sell
4,521
-12
-0.3% -$559 0.05% 128
2021
Q1 		$206K Buy
4,533
+144
+3% +$6.67K 0.05% 119
2020
Q4 		$209K Hold
4,389
– – 0.05% 108
2020
Q3 		$205K Buy
+4,389
New +$195K 0.06% 79

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geller Advisors's WMT Position: Q4 2024 in Review

Geller Advisors increased its Walmart Inc (WMT) stake by 4.2% in Q4 2024, buying an estimated $42.4K and bringing the position to 12,170 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #62.

Geller Advisors first reported a position in WMT in Q3 2020 and has held it in 16 quarters since. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Geller Advisors held 12,170 shares of Walmart Inc worth $1.1M as of Q4 2024.
  • Geller Advisors bought 489 Walmart Inc shares in Q4 2024, an estimated $42.4K.
  • Walmart Inc made up 0.07% of Geller Advisors's portfolio in Q4 2024, its #62 holding.
  • Geller Advisors first reported a position in Walmart Inc in Q3 2020 and has held it in 16 quarters since.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.