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New Potomac Partners’s Walmart Inc WMT Stock Holding History

New Potomac Partners’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 		$180K Buy
+2,230
New +$164K 0.09% 86
2018
Q3 		– Sell
-222
Closed -$6K – 150
2018
Q2 		$6K Hold
222
– – 0.01% 139
2018
Q1 		$7K Hold
222
– – 0.01% 140
2017
Q4 		$7K Buy
+222
New +$6.79K 0.01% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New Potomac Partners's WMT Position: Q3 2024 in Review

New Potomac Partners opened a new position in Walmart Inc (WMT) in Q3 2024: 2,230 shares worth $180K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in WMT as recently as Q2 2018.

New Potomac Partners first reported a position in WMT in Q4 2017 and has held it in 4 quarters since. 3,460 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • New Potomac Partners held 2,230 shares of Walmart Inc worth $180K as of Q3 2024.
  • Walmart Inc was a new New Potomac Partners position in Q3 2024.
  • Walmart Inc made up 0.09% of New Potomac Partners's portfolio in Q3 2024, its #86 holding.
  • New Potomac Partners first reported a position in Walmart Inc in Q4 2017 and has held it in 4 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.