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Institutional & Family Asset Management’s Walmart Inc WMT Stock Holding History

Institutional & Family Asset Management’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
Q2 		$4.61M Sell
68,070
-2,573
-4% -$162K 0.7% 42
2024
Q1 		$4.25M Buy
70,643
+1,832
+3% +$105K 0.68% 60
2023
Q4 		$3.62M Sell
68,811
-13,797
-17% -$730K 0.59% 61
2023
Q3 		$4.4M Buy
82,608
+210
+0.3% +$11.2K 0.72% 44
2023
Q2 		$4.32M Sell
82,398
-843
-1% -$42.5K 0.7% 51
2023
Q1 		$4.09M Buy
83,241
+1,035
+1% +$49.1K 0.67% 53
2022
Q4 		$3.89M Buy
82,206
+720
+0.9% +$34.2K 0.65% 57
2022
Q3 		$3.52M Buy
81,486
+1,866
+2% +$81.7K 0.62% 54
2022
Q2 		$3.23M Buy
79,620
+3,783
+5% +$174K 0.56% 62
2022
Q1 		$3.77M Buy
75,837
+1,383
+2% +$64.9K 0.59% 59
2021
Q4 		$3.59M Buy
74,454
+2,433
+3% +$116K 0.56% 61
2021
Q3 		$3.35M Sell
72,021
-1,020
-1% -$49.1K 0.54% 64
2021
Q2 		$3.43M Buy
73,041
+12,228
+20% +$570K 0.57% 64
2021
Q1 		$2.75M Sell
60,813
-7,335
-11% -$340K 0.53% 63
2020
Q4 		$3.27M Sell
68,148
-3,291
-5% -$160K 0.69% 43
2020
Q3 		$3.33M Sell
71,439
-5,148
-7% -$229K 0.78% 36
2020
Q2 		$3.06M Buy
76,587
+4,125
+6% +$170K 0.63% 66
2020
Q1 		$2.74M Sell
72,462
-10,632
-13% -$409K 0.63% 65
2019
Q4 		$3.29M Sell
83,094
-10,449
-11% -$415K 0.7% 48
2019
Q3 		$3.7M Sell
93,543
-4,620
-5% -$174K 0.81% 36
2019
Q2 		$3.62M Sell
98,163
-4,146
-4% -$143K 0.78% 39
2019
Q1 		$3.33M Sell
102,309
-1,305
-1% -$42.3K 0.7% 56
2018
Q4 		$3.22M Sell
103,614
-21,255
-17% -$681K 0.72% 40
2018
Q3 		$3.91M Sell
124,869
-138
-0.1% -$4.22K 0.77% 36
2018
Q2 		$3.57M Buy
125,007
+10,281
+9% +$292K 0.74% 37
2018
Q1 		$3.4M Sell
114,726
-20,184
-15% -$649K 0.72% 51
2017
Q4 		$4.44M Buy
134,910
+15,543
+13% +$476K 0.85% 42
2017
Q3 		$3.11M Buy
119,367
+3,684
+3% +$96.6K 0.62% 63
2017
Q2 		$2.92M Buy
+115,683
New +$2.94M 0.71% 60

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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

Institutional & Family Asset Management's WMT Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Walmart Inc (WMT) stake by 3.6% in Q2 2024, selling an estimated $162K and leaving 68,070 shares worth $4.61M. The position accounts for 0.7% of the portfolio, ranked #42.

Institutional & Family Asset Management first reported a position in WMT in Q2 2017 and has held it in 29 quarters since. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

  • Institutional & Family Asset Management held 68,070 shares of Walmart Inc worth $4.61M as of Q2 2024.
  • Institutional & Family Asset Management sold 2,573 Walmart Inc shares in Q2 2024, an estimated $162K.
  • Walmart Inc made up 0.7% of Institutional & Family Asset Management's portfolio in Q2 2024, its #42 holding.
  • Institutional & Family Asset Management first reported a position in Walmart Inc in Q2 2017 and has held it in 29 quarters since.
  • 3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.