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Kowal Investment Group’s Walmart Inc WMT Stock Holding History

Kowal Investment 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
Q3 		$1.56M Sell
19,310
-2,742
-12% -$201K 0.29% 54
2024
Q2 		$1.49M Buy
22,052
+976
+5% +$61.5K 0.3% 51
2024
Q1 		$1.27M Buy
21,076
+2,419
+13% +$138K 0.27% 59
2023
Q4 		$980K Sell
18,657
-1,845
-9% -$97.6K 0.23% 62
2023
Q3 		$1.09M Buy
20,502
+585
+3% +$31.1K 0.3% 51
2023
Q2 		$1.04M Buy
19,917
+3
+0% +$151 0.28% 49
2023
Q1 		$979K Buy
19,914
+8,550
+75% +$406K 0.28% 50
2022
Q4 		$537K Sell
11,364
-36
-0.3% -$1.71K 0.16% 75
2022
Q3 		$493K Buy
11,400
+147
+1% +$6.44K 0.17% 72
2022
Q2 		$456K Sell
11,253
-1,791
-14% -$82.6K 0.15% 67
2022
Q1 		$647K Buy
13,044
+2,403
+23% +$113K 0.2% 49
2021
Q4 		$513K Buy
10,641
+1,137
+12% +$54.3K 0.15% 54
2021
Q3 		$442K Buy
9,504
+132
+1% +$6.36K 0.14% 58
2021
Q2 		$441K Buy
9,372
+459
+5% +$21.4K 0.16% 57
2021
Q1 		$404K Sell
8,913
-1,149
-11% -$53.2K 0.16% 54
2020
Q4 		$500K Buy
+10,062
New +$489K 0.23% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Kowal Investment Group's WMT Position: Q3 2024 in Review

Kowal Investment Group reduced its Walmart Inc (WMT) stake by 12% in Q3 2024, selling an estimated $201K and leaving 19,310 shares worth $1.56M. The position accounts for 0.29% of the portfolio, ranked #54.

Kowal Investment Group first reported a position in WMT in Q4 2020 and has held it in 16 quarters since. 3,455 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Kowal Investment Group held 19,310 shares of Walmart Inc worth $1.56M as of Q3 2024.
  • Kowal Investment Group sold 2,742 Walmart Inc shares in Q3 2024, an estimated $201K.
  • Walmart Inc made up 0.29% of Kowal Investment Group's portfolio in Q3 2024, its #54 holding.
  • Kowal Investment Group first reported a position in Walmart Inc in Q4 2020 and has held it in 16 quarters since.
  • 3,455 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.