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Partnership Wealth Management’s Walmart Inc WMT Stock Holding History

Partnership 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 		– Sell
-546
Closed -$44.1K – 187
2024
Q3 		$44.1K Hold
546
– – 0.03% 125
2024
Q2 		$37K Hold
546
– – 0.03% 155
2024
Q1 		$32.9K Hold
546
– – 0.02% 160
2023
Q4 		$30.1K Buy
+546
New +$28.9K 0.02% 161

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Partnership Wealth Management sold out of Walmart Inc (WMT) in Q4 2024, closing a stake of 546 shares — an estimated $44.1K sold.

Partnership Wealth Management first reported a position in WMT in Q4 2023 and held it in 4 quarters. The position peaked at $44.1K in Q3 2024. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Partnership Wealth Management reported no remaining Walmart Inc position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 546 Walmart Inc shares in Q4 2024, an estimated $44.1K.
  • Partnership Wealth Management first reported a position in Walmart Inc in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Walmart Inc position peaked at $44.1K in Q3 2024.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.