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Lake Street Advisors Group’s Walmart Inc WMT Stock Holding History

Lake Street Advisors 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 		$2.87M Buy
31,668
+34
+0.1% +$2.95K 0.13% 106
2024
Q3 		$2.55M Buy
31,634
+480
+2% +$35.3K 0.12% 97
2024
Q2 		$2.11M Buy
31,154
+848
+3% +$53.4K 0.1% 127
2024
Q1 		$1.83M Buy
30,306
+516
+2% +$29.5K 0.09% 150
2023
Q4 		$1.57M Sell
29,790
-1,383
-4% -$73.2K 0.08% 164
2023
Q3 		$1.66M Sell
31,173
-792
-2% -$42.1K 0.1% 130
2023
Q2 		$1.68M Buy
31,965
+585
+2% +$29.5K 0.09% 138
2023
Q1 		$1.54M Sell
31,380
-261
-0.8% -$12.4K 0.1% 133
2022
Q4 		$1.5M Buy
31,641
+753
+2% +$35.8K 0.1% 129
2022
Q3 		$1.33M Buy
+30,888
New +$1.35M 0.1% 133
2022
Q2 		– Sell
-30,546
Closed -$1.52M – 333
2022
Q1 		$1.52M Buy
+30,546
New +$1.43M 0.1% 129
2021
Q3 		– Sell
-19,095
Closed -$949K – 435
2021
Q2 		$949K Buy
19,095
+1,512
+9% +$70.4K 0.07% 115
2021
Q1 		$796K Sell
17,583
-1,065
-6% -$49.3K 0.06% 114
2020
Q4 		$896K Buy
18,648
+627
+3% +$30.4K 0.07% 111
2020
Q3 		$840K Buy
18,021
+135
+0.8% +$6K 0.08% 105
2020
Q2 		$714K Buy
17,886
+789
+5% +$32.5K 0.07% 105
2020
Q1 		$648K Buy
17,097
+2,550
+18% +$98.1K 0.08% 97
2019
Q4 		$576K Buy
14,547
+1,290
+10% +$51.2K 0.06% 106
2019
Q3 		$501K Buy
13,257
+180
+1% +$6.79K 0.05% 97
2019
Q2 		$482K Buy
13,077
+2,967
+29% +$102K 0.05% 104
2019
Q1 		$329K Buy
10,110
+756
+8% +$24.5K 0.03% 142
2018
Q4 		$290K Buy
9,354
+1,047
+13% +$33.6K 0.04% 138
2018
Q3 		$260K Sell
8,307
-5,775
-41% -$177K 0.03% 159
2018
Q2 		$402K Sell
14,082
-726
-5% -$20.6K 0.04% 185
2018
Q1 		$439K Sell
14,808
-1,671
-10% -$53.7K 0.05% 148
2017
Q4 		$542K Buy
+16,479
New +$504K 0.06% 131

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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's WMT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Walmart Inc (WMT) stake by 0.11% in Q4 2024, buying an estimated $2.95K and bringing the position to 31,668 shares worth $2.87M. The position accounts for 0.13% of the portfolio, ranked #106.

Lake Street Advisors Group first reported a position in WMT in Q4 2017 and has held it in 26 quarters since. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Lake Street Advisors Group held 31,668 shares of Walmart Inc worth $2.87M as of Q4 2024.
  • Lake Street Advisors Group bought 34 Walmart Inc shares in Q4 2024, an estimated $2.95K.
  • Walmart Inc made up 0.13% of Lake Street Advisors Group's portfolio in Q4 2024, its #106 holding.
  • Lake Street Advisors Group first reported a position in Walmart Inc in Q4 2017 and has held it in 26 quarters since.
  • 3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.