Life Planning Partners’s Walmart Inc WMT Stock Holding History

Life Planning Partners’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 Q1	–	Sell	-120	Closed	-$6.31K	–	258
2023 Q4	$6.31K	Buy	+120	New	+$6.35K	0.01%	173

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Life Planning Partners's WMT Position: Q1 2024 in Review

Life Planning Partners sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 120 shares — an estimated $6.31K sold.

Life Planning Partners first reported a position in WMT in Q4 2023 and held it in 1 quarter. The position peaked at $6.31K in Q4 2023. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Life Planning Partners reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 120 Walmart Inc shares in Q1 2024, an estimated $6.31K.
Life Planning Partners first reported a position in Walmart Inc in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Walmart Inc position peaked at $6.31K in Q4 2023.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.