O'Dell Group’s Walmart Inc WMT Stock Holding History

O'Dell 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
2025 Q1	–	Sell	-2,825	Closed	-$255K	–	105
2024 Q4	$255K	Hold	2,825	–	–	0.06%	84
2024 Q3	$228K	Buy	+2,825	New	+$207K	0.05%	89
2024 Q1	–	Sell	-2,859	Closed	-$150K	–	487
2023 Q4	$150K	Buy	+2,859	New	+$151K	0.04%	106
2023 Q3	–	Sell	-2,805	Closed	-$147K	–	493
2023 Q2	$147K	Buy	+2,805	New	+$142K	0.04%	97
2022 Q4	–	Sell	-3,300	Closed	-$143K	–	410
2022 Q3	$143K	Sell	3,300 -108	-3%	-$4.73K	0.05%	77
2022 Q2	$138K	Sell	3,408 -696	-17%	-$32.1K	0.05%	81
2022 Q1	$204K	Buy	4,104 +3	+0.1%	+$141	0.06%	71
2021 Q4	$198K	Hold	4,101	–	–	0.06%	71
2021 Q3	$191K	Sell	4,101 -849	-17%	-$40.9K	0.06%	74
2021 Q2	$233K	Buy	+4,950	New	+$231K	0.07%	72

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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 Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return