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Meitav Investment House’s Walmart Inc WMT Stock Holding History

Meitav Investment House’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
-188,604
Closed -$9.94M – 358
2023
Q4 		$9.94M Buy
188,604
+297
+0.2% +$15.7K 0.15% 99
2023
Q3 		$10.3M Sell
188,307
-2,562
-1% -$136K 0.17% 98
2023
Q2 		$9.8M Sell
190,869
-3,501
-2% -$177K 0.16% 102
2023
Q1 		$9.8M Sell
194,370
-7,140
-4% -$339K 0.17% 107
2022
Q4 		$9.6M Sell
201,510
-43,740
-18% -$2.08M 0.16% 109
2022
Q3 		$10.8M Sell
245,250
-300
-0.1% -$13.1K 0.19% 101
2022
Q2 		$9.95M Buy
245,550
+125,202
+104% +$5.77M 0.17% 107
2022
Q1 		$6M Sell
120,348
-15,534
-11% -$729K 0.09% 149
2021
Q4 		$6.55M Sell
135,882
-6,405
-5% -$306K 0.11% 145
2021
Q3 		$6.62M Sell
142,287
-27,327
-16% -$1.32M 0.11% 144
2021
Q2 		$7.95M Buy
169,614
+40,242
+31% +$1.87M 0.2% 95
2021
Q1 		$5.88K Sell
129,372
-358,203
-73% -$16.6M 0.16% 116
2020
Q4 		$23.4M Buy
487,575
+23,406
+5% +$1.14M 0.92% 43
2020
Q3 		$21.6M Buy
464,169
+439,911
+1,813% +$19.6M 1.07% 37
2020
Q2 		$968K Sell
24,258
-46,929
-66% -$1.93M 0.06% 165
2020
Q1 		$2.7M Buy
71,187
+5,076
+8% +$195K 0.2% 79
2019
Q4 		$2.62M Buy
66,111
+9,894
+18% +$393K 0.19% 66
2019
Q3 		$2.22M Buy
56,217
+27,030
+93% +$1.02M 0.16% 76
2019
Q2 		$1.07M Buy
29,187
+21,477
+279% +$740K 0.07% 154
2019
Q1 		$250K Hold
7,710
– – 0.01% 338
2018
Q4 		$200K Sell
7,710
-26,058
-77% -$835K 0.01% 314
2018
Q3 		$1.06M Sell
33,768
-16,353
-33% -$500K 0.05% 202
2018
Q2 		$1.56M Buy
50,121
+20,304
+68% +$577K 0.07% 152
2018
Q1 		$885K Buy
+29,817
New +$959K 0.05% 195

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Meitav Investment House's WMT Position: Q1 2024 in Review

Meitav Investment House sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 188,604 shares — an estimated $9.94M sold.

Meitav Investment House first reported a position in WMT in Q1 2018 and held it in 24 quarters. The position peaked at $23.4M in Q4 2020. 3,205 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Meitav Investment House reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 188,604 Walmart Inc shares in Q1 2024, an estimated $9.94M.
  • Meitav Investment House first reported a position in Walmart Inc in Q1 2018 and held it in 24 quarters.
  • Meitav Investment House's Walmart Inc position peaked at $23.4M in Q4 2020.
  • 3,205 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.