KWAG
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Kiely Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Kiely Wealth Advisory Group’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 		$293K Hold
2,850
– – 0.19% 47
2024
Q3 		$243K Hold
2,850
– – 0.15% 52
2024
Q2 		$192K Buy
2,850
+51
+2% +$3.21K 0.11% 47
2024
Q1 		$168K Hold
2,799
– – 0.1% 50
2023
Q4 		$152K Buy
+2,799
New +$148K 0.09% 53

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

Kiely Wealth Advisory Group's WMT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Walmart Inc (WMT) position steady in Q4 2024 at 2,850 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #47.

Kiely Wealth Advisory Group first reported a position in WMT in Q4 2023 and has held it in 5 quarters since. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Kiely Wealth Advisory Group held 2,850 shares of Walmart Inc worth $293K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Walmart Inc share count unchanged in Q4 2024.
  • Walmart Inc made up 0.19% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #47 holding.
  • Kiely Wealth Advisory Group first reported a position in Walmart Inc in Q4 2023 and has held it in 5 quarters since.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.