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Peninsula Wealth’s Walmart Inc WMT Stock Holding History

Peninsula Wealth’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 		$404K Buy
4,470
+298
+7% +$25.9K 0.07% 78
2024
Q3 		$339K Sell
4,172
-485
-10% -$35.6K 0.06% 81
2024
Q2 		$322K Buy
4,657
+669
+17% +$42.1K 0.06% 76
2024
Q1 		$240K Buy
+3,988
New +$228K 0.05% 83
2023
Q4 		– Sell
-3,756
Closed -$202K – 88
2023
Q3 		$202K Buy
+3,756
New +$200K 0.05% 81

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 $1.6B AUM 20.7% 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

Peninsula Wealth's WMT Position: Q4 2024 in Review

Peninsula Wealth increased its Walmart Inc (WMT) stake by 7.1% in Q4 2024, buying an estimated $25.9K and bringing the position to 4,470 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #78.

Peninsula Wealth first reported a position in WMT in Q3 2023 and has held it in 5 quarters since. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Peninsula Wealth held 4,470 shares of Walmart Inc worth $404K as of Q4 2024.
  • Peninsula Wealth bought 298 Walmart Inc shares in Q4 2024, an estimated $25.9K.
  • Walmart Inc made up 0.07% of Peninsula Wealth's portfolio in Q4 2024, its #78 holding.
  • Peninsula Wealth first reported a position in Walmart Inc in Q3 2023 and has held it in 5 quarters since.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

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