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Naples Money Management’s Walmart Inc WMT Stock Holding History

Naples Money 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
Q3 		$2.97M Sell
36,793
-1,449
-4% -$106K 2.51% 10
2024
Q2 		$2.58M Sell
38,242
-800
-2% -$50.4K 2.2% 14
2024
Q1 		$2.35M Buy
39,042
+38,913
+30,165% +$2.23M 2.34% 15
2023
Q4 		$6.7K Buy
+129
New +$6.83K 0.01% 241

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 $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Naples Money Management's WMT Position: Q3 2024 in Review

Naples Money Management reduced its Walmart Inc (WMT) stake by 3.8% in Q3 2024, selling an estimated $106K and leaving 36,793 shares worth $2.97M. The position accounts for 2.51% of the portfolio, ranked #10.

Naples Money Management first reported a position in WMT in Q4 2023 and has held it in 4 quarters since. 3,456 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Naples Money Management held 36,793 shares of Walmart Inc worth $2.97M as of Q3 2024.
  • Naples Money Management sold 1,449 Walmart Inc shares in Q3 2024, an estimated $106K.
  • Walmart Inc made up 2.51% of Naples Money Management's portfolio in Q3 2024, its #10 holding.
  • Naples Money Management first reported a position in Walmart Inc in Q4 2023 and has held it in 4 quarters since.
  • 3,456 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.