Marvin & Palmer Associates’s Walmart Inc WMT Stock Holding History

Marvin & Palmer Associates’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	-1,353	Closed	-$71.1K	–	35
2023 Q4	$71.1K	Sell	1,353 -156,426	-99%	-$8.28M	0.08%	32
2023 Q3	$8.41M	Sell	157,779 -33,312	-17%	-$1.77M	5.46%	5
2023 Q2	$10M	Sell	191,091 -1,665	-0.9%	-$84K	4.51%	9
2023 Q1	$9.47M	Buy	192,756 +20,619	+12%	+$979K	4.77%	10
2022 Q4	$8.14M	Buy	+172,137	New	+$8.17M	4.28%	14
2020 Q3	–	Sell	-147,903	Closed	-$5.91M	–	37
2020 Q2	$5.91M	Buy	147,903 +26,943	+22%	+$1.11M	3.56%	17
2020 Q1	$4.58M	Sell	120,960 -34,977	-22%	-$1.35M	4.38%	11
2019 Q4	$6.18M	Buy	+155,937	New	+$6.19M	3.64%	19

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

Marvin & Palmer Associates's WMT Position: Q1 2024 in Review

Marvin & Palmer Associates sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 1,353 shares — an estimated $71.1K sold.

Marvin & Palmer Associates first reported a position in WMT in Q4 2019 and held it in 8 quarters. The position peaked at $10M in Q2 2023. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Marvin & Palmer Associates reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
Marvin & Palmer Associates sold 1,353 Walmart Inc shares in Q1 2024, an estimated $71.1K.
Marvin & Palmer Associates first reported a position in Walmart Inc in Q4 2019 and held it in 8 quarters.
Marvin & Palmer Associates's Walmart Inc position peaked at $10M in Q2 2023.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Marvin & Palmer Associates's 13F filing for Q1 2024, filed 13 May 2024.