Householder Group Estate & Retirement Specialist’s Walmart Inc WMT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$225K	Sell	2,499 -12,506	-83%	-$1.09M	0.17%	94
2024 Q3	$1.21M	Sell	15,005 -465	-3%	-$34.1K	0.35%	65
2024 Q2	$1.05M	Buy	15,470 +1,035	+7%	+$65.2K	0.29%	75
2024 Q1	$869K	Buy	14,435 +698	+5%	+$39.9K	0.26%	84
2023 Q4	$721K	Sell	13,737 -333	-2%	-$17.6K	0.24%	88
2023 Q3	$750K	Buy	+14,070	New	+$749K	0.27%	78
2023 Q1	$820K	Buy	+16,680	New	+$792K	0.31%	70
2022 Q4	–	Sell	-17,652	Closed	-$763K	–	1168
2022 Q3	$763K	Buy	17,652 +6,552	+59%	+$287K	0.31%	69
2022 Q2	$450K	Sell	11,100 -62,835	-85%	-$2.9M	0.2%	123
2022 Q1	$3.67M	Buy	73,935 +864	+1%	+$40.6K	1.48%	12
2021 Q4	$3.52M	Buy	+73,071	New	+$3.49M	1.31%	12

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's WMT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Walmart Inc (WMT) stake by 83% in Q4 2024, selling an estimated $1.09M and leaving 2,499 shares worth $225K. The position accounts for 0.17% of the portfolio, ranked #94.

Householder Group Estate & Retirement Specialist first reported a position in WMT in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.67M in Q1 2022. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,499 shares of Walmart Inc worth $225K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 12,506 Walmart Inc shares in Q4 2024, an estimated $1.09M.
Walmart Inc made up 0.17% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #94 holding.
Householder Group Estate & Retirement Specialist first reported a position in Walmart Inc in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Walmart Inc position peaked at $3.67M in Q1 2022.
3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.