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Merriman Wealth Management’s Walmart Inc WMT Stock Holding History

Merriman Wealth Management’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 		$1.29M Sell
14,248
-3,228
-18% -$280K 0.05% 75
2024
Q3 		$1.41M Buy
17,476
+94
+0.5% +$6.9K 0.06% 84
2024
Q2 		$1.18M Sell
17,382
-352
-2% -$22.2K 0.05% 89
2024
Q1 		$1.07M Buy
17,734
+712
+4% +$40.7K 0.05% 91
2023
Q4 		$898K Sell
17,022
-696
-4% -$36.8K 0.04% 97
2023
Q3 		$945K Sell
17,718
-45
-0.3% -$2.4K 0.05% 82
2023
Q2 		$931K Sell
17,763
-30
-0.2% -$1.51K 0.05% 110
2023
Q1 		$878K Sell
17,793
-78
-0.4% -$3.7K 0.05% 103
2022
Q4 		$848K Sell
17,871
-297
-2% -$14.1K 0.04% 114
2022
Q3 		$785K Sell
18,168
-54
-0.3% -$2.37K 0.05% 76
2022
Q2 		$738K Sell
18,222
-33
-0.2% -$1.52K 0.05% 82
2022
Q1 		$906K Sell
18,255
-417
-2% -$19.6K 0.07% 88
2021
Q4 		$900K Buy
18,672
+510
+3% +$24.3K 0.07% 110
2021
Q3 		$844K Sell
18,162
-828
-4% -$39.9K 0.07% 108
2021
Q2 		$893K Buy
18,990
+11,748
+162% +$547K 0.08% 121
2021
Q1 		$328K Sell
7,242
-750
-9% -$34.7K 0.04% 152
2020
Q4 		$384K Buy
7,992
+777
+11% +$37.7K 0.04% 158
2020
Q3 		$336K Buy
7,215
+6
+0.1% +$267 0.05% 130
2020
Q2 		$288K Sell
7,209
-1,308
-15% -$53.8K 0.05% 137
2020
Q1 		$323K Buy
8,517
+3
+0% +$115 0.07% 114
2019
Q4 		$337K Buy
8,514
+105
+1% +$4.17K 0.06% 144
2019
Q3 		$333K Sell
8,409
-798
-9% -$30.1K 0.07% 135
2019
Q2 		$340K Sell
9,207
-957
-9% -$33K 0.07% 142
2019
Q1 		$330K Buy
10,164
+2,169
+27% +$70.3K 0.06% 157
2018
Q4 		$249K Hold
7,995
– – 0.05% 138
2018
Q3 		$250K Buy
7,995
+603
+8% +$18.4K 0.05% 152
2018
Q2 		$211K Sell
7,392
-450
-6% -$12.8K 0.05% 158
2018
Q1 		$233K Buy
7,842
+300
+4% +$9.65K 0.06% 168
2017
Q4 		$248K Buy
+7,542
New +$231K 0.06% 152

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Merriman Wealth Management's WMT Position: Q4 2024 in Review

Merriman Wealth Management reduced its Walmart Inc (WMT) stake by 18% in Q4 2024, selling an estimated $280K and leaving 14,248 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #75.

Merriman Wealth Management first reported a position in WMT in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.41M in Q3 2024. 3,916 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Merriman Wealth Management held 14,248 shares of Walmart Inc worth $1.29M as of Q4 2024.
  • Merriman Wealth Management sold 3,228 Walmart Inc shares in Q4 2024, an estimated $280K.
  • Walmart Inc made up 0.05% of Merriman Wealth Management's portfolio in Q4 2024, its #75 holding.
  • Merriman Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 29 quarters since.
  • Merriman Wealth Management's Walmart Inc position peaked at $1.41M in Q3 2024.
  • 3,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

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