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Levy Wealth Management Group’s Walmart Inc WMT Stock Holding History

Levy Wealth Management 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
Q2 		$496K Buy
7,327
+4,904
+202% +$309K 0.13% 60
2024
Q1 		$382K Sell
2,423
-4,846
-67% -$277K 0.11% 67
2023
Q4 		$382K Hold
7,269
– – 0.11% 67
2023
Q3 		$388K Buy
7,269
+21
+0.3% +$1.12K 0.12% 66
2023
Q2 		$380K Buy
7,248
+48
+0.7% +$2.42K 0.11% 70
2023
Q1 		$354K Buy
7,200
+2,100
+41% +$99.7K 0.11% 69
2022
Q4 		$241K Sell
5,100
-222
-4% -$10.5K 0.08% 81
2022
Q3 		$230K Buy
+5,322
New +$233K 0.1% 66

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Levy Wealth Management Group's WMT Position: Q2 2024 in Review

Levy Wealth Management Group increased its Walmart Inc (WMT) stake by 202% in Q2 2024, buying an estimated $309K and bringing the position to 7,327 shares worth $496K. The position accounts for 0.13% of the portfolio, ranked #60.

Levy Wealth Management Group first reported a position in WMT in Q3 2022 and has held it in 8 quarters since. 3,316 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

  • Levy Wealth Management Group held 7,327 shares of Walmart Inc worth $496K as of Q2 2024.
  • Levy Wealth Management Group bought 4,904 Walmart Inc shares in Q2 2024, an estimated $309K.
  • Walmart Inc made up 0.13% of Levy Wealth Management Group's portfolio in Q2 2024, its #60 holding.
  • Levy Wealth Management Group first reported a position in Walmart Inc in Q3 2022 and has held it in 8 quarters since.
  • 3,316 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.