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Insight Folios’s Walmart Inc WMT Stock Holding History

Insight Folios’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 		$432K Buy
5,350
+20
+0.4% +$1.47K 0.15% 72
2024
Q2 		$361K Sell
5,330
-528
-9% -$33.3K 0.15% 76
2024
Q1 		$352K Sell
5,858
-478
-8% -$27.4K 0.14% 79
2023
Q4 		$333K Sell
6,336
-111
-2% -$5.87K 0.14% 79
2023
Q3 		$344K Sell
6,447
-792
-11% -$42.1K 0.17% 71
2023
Q2 		$379K Sell
7,239
-81
-1% -$4.09K 0.16% 72
2023
Q1 		$360K Buy
7,320
+39
+0.5% +$1.85K 0.16% 64
2022
Q4 		$344K Buy
7,281
+189
+3% +$8.98K 0.16% 68
2022
Q3 		$307K Buy
7,092
+462
+7% +$20.2K 0.16% 65
2022
Q2 		$269K Sell
6,630
-63
-0.9% -$2.9K 0.13% 92
2022
Q1 		$333K Buy
6,693
+852
+15% +$40K 0.15% 90
2021
Q4 		$282K Buy
5,841
+264
+5% +$12.6K 0.13% 112
2021
Q3 		$259K Buy
5,577
+636
+13% +$30.6K 0.14% 96
2021
Q2 		$232K Buy
+4,941
New +$230K 0.14% 72

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Insight Folios's WMT Position: Q3 2024 in Review

Insight Folios increased its Walmart Inc (WMT) stake by 0.38% in Q3 2024, buying an estimated $1.47K and bringing the position to 5,350 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #72.

Insight Folios first reported a position in WMT in Q2 2021 and has held it in 14 quarters since. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Insight Folios held 5,350 shares of Walmart Inc worth $432K as of Q3 2024.
  • Insight Folios bought 20 Walmart Inc shares in Q3 2024, an estimated $1.47K.
  • Walmart Inc made up 0.15% of Insight Folios's portfolio in Q3 2024, its #72 holding.
  • Insight Folios first reported a position in Walmart Inc in Q2 2021 and has held it in 14 quarters since.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.