Kolinsky Wealth Management’s Walmart Inc WMT Stock Holding History

Kolinsky 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 Q4	$482K	Buy	5,339 +318	+6%	+$27.6K	0.29%	68
2024 Q3	$405K	Buy	5,021 +29	+0.6%	+$2.13K	0.26%	86
2024 Q2	$338K	Buy	4,992 +1,300	+35%	+$81.9K	0.24%	94
2024 Q1	$222K	Buy	+3,692	New	+$211K	0.17%	131
2023 Q4	–	Sell	-5,127	Closed	-$273K	–	145
2023 Q3	$273K	Sell	5,127 -444	-8%	-$23.6K	0.27%	87
2023 Q2	$286K	Sell	5,571 -303	-5%	-$15.3K	0.27%	89
2023 Q1	$289K	Buy	5,874 +882	+18%	+$41.9K	0.31%	83
2022 Q4	$236K	Sell	4,992 -1,401	-22%	-$66.5K	0.27%	104
2022 Q3	$276K	Sell	6,393 -27	-0.4%	-$1.18K	0.35%	75
2022 Q2	$260K	Sell	6,420 -474	-7%	-$21.9K	0.31%	85
2022 Q1	$342K	Sell	6,894 -549	-7%	-$25.8K	0.34%	66
2021 Q4	$359K	Buy	+7,443	New	+$355K	0.33%	75

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

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

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Kolinsky Wealth Management's WMT Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Walmart Inc (WMT) stake by 6.3% in Q4 2024, buying an estimated $27.6K and bringing the position to 5,339 shares worth $482K. The position accounts for 0.29% of the portfolio, ranked #68.

Kolinsky Wealth Management first reported a position in WMT in Q4 2021 and has held it in 12 quarters since. 3,916 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Kolinsky Wealth Management held 5,339 shares of Walmart Inc worth $482K as of Q4 2024.
Kolinsky Wealth Management bought 318 Walmart Inc shares in Q4 2024, an estimated $27.6K.
Walmart Inc made up 0.29% of Kolinsky Wealth Management's portfolio in Q4 2024, its #68 holding.
Kolinsky Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 12 quarters since.
3,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.