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Kades & Cheifetz’s Walmart Inc WMT Stock Holding History

Kades & Cheifetz’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 		$735K Sell
8,135
-1,525
-16% -$132K 0.38% 57
2024
Q3 		$780K Buy
9,660
+36
+0.4% +$2.64K 0.45% 51
2024
Q2 		$652K Sell
9,624
-103
-1% -$6.49K 0.41% 51
2024
Q1 		$585K Buy
9,727
+64
+0.7% +$3.66K 0.37% 51
2023
Q4 		$508K Sell
9,663
-777
-7% -$41.1K 0.36% 52
2023
Q3 		$557K Buy
10,440
+204
+2% +$10.9K 0.44% 45
2023
Q2 		$536K Buy
10,236
+291
+3% +$14.7K 0.41% 50
2023
Q1 		$489K Buy
9,945
+39
+0.4% +$1.85K 0.39% 53
2022
Q4 		$468K Buy
+9,906
New +$470K 0.39% 49

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kades & Cheifetz's WMT Position: Q4 2024 in Review

Kades & Cheifetz reduced its Walmart Inc (WMT) stake by 16% in Q4 2024, selling an estimated $132K and leaving 8,135 shares worth $735K. The position accounts for 0.38% of the portfolio, ranked #57.

Kades & Cheifetz first reported a position in WMT in Q4 2022 and has held it in 9 quarters since. The position peaked at $780K in Q3 2024. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Kades & Cheifetz held 8,135 shares of Walmart Inc worth $735K as of Q4 2024.
  • Kades & Cheifetz sold 1,525 Walmart Inc shares in Q4 2024, an estimated $132K.
  • Walmart Inc made up 0.38% of Kades & Cheifetz's portfolio in Q4 2024, its #57 holding.
  • Kades & Cheifetz first reported a position in Walmart Inc in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's Walmart Inc position peaked at $780K in Q3 2024.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.