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Legend Financial Advisors’s Walmart Inc WMT Stock Holding History

Legend Financial Advisors’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 		– Sell
-258
Closed -$17.5K – 283
2024
Q2 		$17.5K Hold
258
– – 0.01% 108
2024
Q1 		$15.5K Hold
258
– – 0.01% 109
2023
Q4 		$13.6K Hold
258
– – 0.01% 110
2023
Q3 		$13.8K Hold
258
– – 0.01% 114
2023
Q2 		$13.5K Hold
258
– – 0.01% 128
2023
Q1 		$12.7K Sell
258
-477
-65% -$22.6K 0.01% 136
2022
Q4 		$34.7K Hold
735
– – 0.03% 83
2022
Q3 		$31.8K Buy
+735
New +$32.2K 0.03% 77

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

Legend Financial Advisors's WMT Position: Q3 2024 in Review

Legend Financial Advisors sold out of Walmart Inc (WMT) in Q3 2024, closing a stake of 258 shares — an estimated $17.5K sold.

Legend Financial Advisors first reported a position in WMT in Q3 2022 and held it in 8 quarters. The position peaked at $34.7K in Q4 2022. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Legend Financial Advisors reported no remaining Walmart Inc position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 258 Walmart Inc shares in Q3 2024, an estimated $17.5K.
  • Legend Financial Advisors first reported a position in Walmart Inc in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Walmart Inc position peaked at $34.7K in Q4 2022.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.