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Janiczek Wealth Management’s Walmart Inc WMT Stock Holding History

Janiczek Wealth 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 		$1.5M Buy
22,224
+728
+3% +$45.8K 0.32% 36
2024
Q1 		$1.29M Buy
21,496
+1,315
+7% +$75.2K 0.28% 40
2023
Q4 		$1.06M Buy
20,181
+441
+2% +$23.3K 0.26% 38
2023
Q3 		$1.05M Buy
19,740
+8,739
+79% +$465K 0.28% 36
2023
Q2 		$576K Buy
11,001
+1,071
+11% +$54K 0.16% 47
2023
Q1 		$491K Sell
9,930
-1,848
-16% -$87.7K 0.14% 50
2022
Q4 		$568K Sell
11,778
-120
-1% -$5.7K 0.16% 48
2022
Q3 		$513K Buy
11,898
+4,185
+54% +$183K 0.17% 44
2022
Q2 		$339K Buy
7,713
+681
+10% +$31.4K 0.1% 66
2022
Q1 		$349K Buy
7,032
+2,766
+65% +$130K 0.1% 65
2021
Q4 		$206K Sell
4,266
-432
-9% -$20.6K 0.06% 103
2021
Q3 		$218K Buy
4,698
+2,283
+95% +$110K 0.08% 88
2021
Q2 		$114K Sell
2,415
-393
-14% -$18.3K 0.04% 139
2021
Q1 		$127K Sell
2,808
-396
-12% -$18.3K 0.05% 114
2020
Q4 		$154K Buy
3,204
+2,193
+217% +$106K 0.07% 76
2020
Q3 		$47K Buy
1,011
+681
+206% +$30.3K 0.03% 104
2020
Q2 		$13K Hold
330
– – 0.01% 138
2020
Q1 		$12K Hold
330
– – 0.01% 103
2019
Q4 		$13K Hold
330
– – 0.01% 104
2019
Q3 		$13K Buy
330
+180
+120% +$6.79K 0.01% 108
2019
Q2 		$6K Buy
+150
New +$5.17K ﹤0.01% 152
2018
Q3 		– Sell
-36
Closed -$1K – 172
2018
Q2 		$1K Buy
+36
New +$1.02K ﹤0.01% 159

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

Janiczek Wealth Management's WMT Position: Q2 2024 in Review

Janiczek Wealth Management increased its Walmart Inc (WMT) stake by 3.4% in Q2 2024, buying an estimated $45.8K and bringing the position to 22,224 shares worth $1.5M. The position accounts for 0.32% of the portfolio, ranked #36.

Janiczek Wealth Management first reported a position in WMT in Q2 2018 and has held it in 22 quarters since. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

  • Janiczek Wealth Management held 22,224 shares of Walmart Inc worth $1.5M as of Q2 2024.
  • Janiczek Wealth Management bought 728 Walmart Inc shares in Q2 2024, an estimated $45.8K.
  • Walmart Inc made up 0.32% of Janiczek Wealth Management's portfolio in Q2 2024, its #36 holding.
  • Janiczek Wealth Management first reported a position in Walmart Inc in Q2 2018 and has held it in 22 quarters since.
  • 3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.