LifePro Asset Management’s Walmart Inc WMT Stock Holding History

LifePro Asset Management’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	$242K	Sell	3,001 -416	-12%	-$30.6K	0.15%	128
2024 Q2	$231K	Buy	3,417 +47	+1%	+$2.96K	0.17%	115
2024 Q1	$203K	Buy	+3,370	New	+$193K	0.13%	125
2021 Q2	–	Sell	-10,176	Closed	-$461K	–	107
2021 Q1	$461K	Sell	10,176 -1,434	-12%	-$66.4K	0.15%	50
2020 Q4	$558K	Buy	+11,610	New	+$564K	0.17%	46

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

LifePro Asset Management's WMT Position: Q3 2024 in Review

LifePro Asset Management reduced its Walmart Inc (WMT) stake by 12% in Q3 2024, selling an estimated $30.6K and leaving 3,001 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #128.

LifePro Asset Management first reported a position in WMT in Q4 2020 and has held it in 5 quarters since. The position peaked at $558K in Q4 2020. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

LifePro Asset Management held 3,001 shares of Walmart Inc worth $242K as of Q3 2024.
LifePro Asset Management sold 416 Walmart Inc shares in Q3 2024, an estimated $30.6K.
Walmart Inc made up 0.15% of LifePro Asset Management's portfolio in Q3 2024, its #128 holding.
LifePro Asset Management first reported a position in Walmart Inc in Q4 2020 and has held it in 5 quarters since.
LifePro Asset Management's Walmart Inc position peaked at $558K in Q4 2020.
3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.