Meritage Group’s Walmart Inc WMT Stock Holding History

Meritage Group’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 Q3	–	Sell	-4,203	Closed	-$285K	–	64
2024 Q2	$285K	Buy	+4,203	New	+$265K	0.01%	38

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Meritage Group's WMT Position: Q3 2024 in Review

Meritage Group sold out of Walmart Inc (WMT) in Q3 2024, closing a stake of 4,203 shares — an estimated $285K sold.

Meritage Group first reported a position in WMT in Q2 2024 and held it in 1 quarter. The position peaked at $285K in Q2 2024. 3,455 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

Meritage Group reported no remaining Walmart Inc position as of Q3 2024 after selling out during the quarter.
Meritage Group sold 4,203 Walmart Inc shares in Q3 2024, an estimated $285K.
Meritage Group first reported a position in Walmart Inc in Q2 2024 and held it in 1 quarter.
Meritage Group's Walmart Inc position peaked at $285K in Q2 2024.
3,455 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Meritage Group's 13F filing for Q3 2024, filed 15 Nov 2024.