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GYL Financial Synergies’s Walmart Inc WMT Stock Holding History

GYL Financial Synergies’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
Q3 		$5.31M Buy
65,728
+70
+0.1% +$5.14K 0.4% 64
2024
Q2 		$4.45M Buy
65,658
+2,753
+4% +$173K 0.34% 74
2024
Q1 		$3.78M Buy
62,905
+2,284
+4% +$131K 0.3% 81
2023
Q4 		$3.19M Sell
60,621
-1,314
-2% -$69.5K 0.26% 90
2023
Q3 		$3.3M Buy
61,935
+399
+0.6% +$21.2K 0.32% 79
2023
Q2 		$3.22M Buy
61,536
+2,139
+4% +$108K 0.29% 83
2023
Q1 		$2.92M Buy
59,397
+41,457
+231% +$1.97M 0.35% 65
2022
Q4 		$848K Buy
17,940
+3,477
+24% +$165K 0.18% 80
2022
Q3 		$625K Buy
14,463
+1,170
+9% +$51.3K 0.17% 83
2022
Q2 		$539K Sell
13,293
-1,239
-9% -$57.1K 0.15% 94
2022
Q1 		$721K Sell
14,532
-2,580
-15% -$121K 0.17% 75
2021
Q4 		$826K Sell
17,112
-108
-0.6% -$5.16K 0.22% 72
2021
Q3 		$800K Sell
17,220
-1,446
-8% -$69.7K 0.41% 58
2021
Q2 		$877K Buy
18,666
+222
+1% +$10.3K 0.45% 51
2021
Q1 		$835K Sell
18,444
-135
-0.7% -$6.25K 0.46% 51
2020
Q4 		$893K Sell
18,579
-354
-2% -$17.2K 0.51% 42
2020
Q3 		$883K Buy
18,933
+3,195
+20% +$142K 0.58% 33
2020
Q2 		$628K Sell
15,738
-75
-0.5% -$3.08K 0.45% 53
2020
Q1 		$599K Buy
15,813
+216
+1% +$8.31K 0.38% 51
2019
Q4 		$618K Sell
15,597
-1,362
-8% -$54.1K 0.27% 68
2019
Q3 		$671K Buy
16,959
+7,539
+80% +$285K 0.33% 58
2019
Q2 		$347K Buy
9,420
+2,166
+30% +$74.6K 0.18% 99
2019
Q1 		$236K Sell
7,254
-66
-0.9% -$2.14K 0.13% 133
2018
Q4 		$227K Buy
+7,320
New +$235K 0.16% 118

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GYL Financial Synergies's WMT Position: Q3 2024 in Review

GYL Financial Synergies increased its Walmart Inc (WMT) stake by 0.11% in Q3 2024, buying an estimated $5.14K and bringing the position to 65,728 shares worth $5.31M. The position accounts for 0.4% of the portfolio, ranked #64.

GYL Financial Synergies first reported a position in WMT in Q4 2018 and has held it in 24 quarters since. 3,460 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • GYL Financial Synergies held 65,728 shares of Walmart Inc worth $5.31M as of Q3 2024.
  • GYL Financial Synergies bought 70 Walmart Inc shares in Q3 2024, an estimated $5.14K.
  • Walmart Inc made up 0.4% of GYL Financial Synergies's portfolio in Q3 2024, its #64 holding.
  • GYL Financial Synergies first reported a position in Walmart Inc in Q4 2018 and has held it in 24 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.