Long Island Wealth Management’s Walmart Inc WMT Stock Holding History

Long Island Wealth 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 Q1	–	Sell	-345	Closed	-$18K	–	414
2023 Q4	$18K	Buy	+345	New	+$18.3K	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

Long Island Wealth Management's WMT Position: Q1 2024 in Review

Long Island Wealth Management sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 345 shares — an estimated $18K sold.

Long Island Wealth Management first reported a position in WMT in Q4 2023 and held it in 1 quarter. The position peaked at $18K in Q4 2023. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Long Island Wealth Management reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 345 Walmart Inc shares in Q1 2024, an estimated $18K.
Long Island Wealth Management first reported a position in Walmart Inc in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Walmart Inc position peaked at $18K in Q4 2023.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.