Keating Wealth Management’s Walmart Inc WMT Stock Holding History

Keating 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 Q1	$463K	Hold	7,689	–	–	0.28%	27
2023 Q4	$404K	Buy	+7,689	New	+$407K	0.28%	28

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Keating Wealth Management's WMT Position: Q1 2024 in Review

Keating Wealth Management held its Walmart Inc (WMT) position steady in Q1 2024 at 7,689 shares worth $463K. The position accounts for 0.28% of the portfolio, ranked #27.

Keating Wealth Management first reported a position in WMT in Q4 2023 and has held it in 2 quarters since. 3,211 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Keating Wealth Management held 7,689 shares of Walmart Inc worth $463K as of Q1 2024.
Keating Wealth Management left its Walmart Inc share count unchanged in Q1 2024.
Walmart Inc made up 0.28% of Keating Wealth Management's portfolio in Q1 2024, its #27 holding.
Keating Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 2 quarters since.
3,211 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.