Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s Walmart Inc WMT Stock Holding History

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’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
2025 Q1	–	Sell	-2,741	Closed	-$248K	–	147
2024 Q4	$248K	Hold	2,741	–	–	0.14%	87
2024 Q3	$221K	Sell	2,741 -3,466	-56%	-$255K	0.14%	88
2024 Q2	$420K	Hold	6,207	–	–	0.27%	75
2024 Q1	$373K	Hold	6,207	–	–	0.26%	77
2023 Q4	$326K	Hold	6,207	–	–	0.27%	76
2023 Q3	$326K	Sell	6,207 -2,925	-32%	-$156K	0.27%	76
2023 Q2	$478K	Buy	9,132 +1,398	+18%	+$70.5K	0.42%	67
2023 Q1	$380K	Hold	7,734	–	–	0.39%	66
2022 Q4	$366K	Buy	7,734 +5,034	+186%	+$239K	0.52%	59
2022 Q3	$117K	Buy	2,700 +900	+50%	+$39.4K	0.2%	65
2022 Q2	$72.9K	Buy	+1,800	New	+$83K	0.11%	74

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s WMT Position: Q1 2025 in Review

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) sold out of Walmart Inc (WMT) in Q1 2025, closing a stake of 2,741 shares — an estimated $248K sold.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in WMT in Q2 2022 and held it in 11 quarters. The position peaked at $478K in Q2 2023. 3,874 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) reported no remaining Walmart Inc position as of Q1 2025 after selling out during the quarter.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) sold 2,741 Walmart Inc shares in Q1 2025, an estimated $248K.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in Walmart Inc in Q2 2022 and held it in 11 quarters.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s Walmart Inc position peaked at $478K in Q2 2023.
3,874 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s 13F filing for Q1 2025, filed 9 May 2025.