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Maxwell Wealth Strategies’s Walmart Inc WMT Stock Holding History

Maxwell Wealth Strategies’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 		$3.97M Buy
43,901
+52
+0.1% +$4.51K 1.62% 17
2024
Q3 		$3.67M Buy
43,849
+5,442
+14% +$400K 1.56% 17
2024
Q2 		$2.6M Sell
38,407
-370
-1% -$23.3K 1.27% 25
2024
Q1 		$2.52M Sell
38,777
-14,275
-27% -$817K 1.28% 26
2023
Q4 		$2.79M Buy
+53,052
New +$2.81M 1.82% 15

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Maxwell Wealth Strategies's WMT Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Walmart Inc (WMT) stake by 0.12% in Q4 2024, buying an estimated $4.51K and bringing the position to 43,901 shares worth $3.97M. The position accounts for 1.62% of the portfolio, ranked #17.

Maxwell Wealth Strategies first reported a position in WMT in Q4 2023 and has held it in 5 quarters since. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Maxwell Wealth Strategies held 43,901 shares of Walmart Inc worth $3.97M as of Q4 2024.
  • Maxwell Wealth Strategies bought 52 Walmart Inc shares in Q4 2024, an estimated $4.51K.
  • Walmart Inc made up 1.62% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #17 holding.
  • Maxwell Wealth Strategies first reported a position in Walmart Inc in Q4 2023 and has held it in 5 quarters since.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.