Madison Investment Advisors’s Walmart Inc WMT Stock Holding History

Madison Investment 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 Q4	$242K	Buy	+2,676	New	+$232K	﹤0.01%	330

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Madison Investment Advisors's WMT Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Walmart Inc (WMT) in Q4 2024: 2,676 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings.

3,916 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Madison Investment Advisors held 2,676 shares of Walmart Inc worth $242K as of Q4 2024.
Walmart Inc was a new Madison Investment Advisors position in Q4 2024.
Walmart Inc made up ﹤0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #330 holding.
3,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.