Peterson Financial Group’s Walmart Inc WMT Stock Holding History

Peterson Financial 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
2024 Q3	$26.2K	Buy	+324	New	+$23.8K	0.1%	135

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Peterson Financial Group's WMT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Walmart Inc (WMT) in Q3 2024: 324 shares worth $26.2K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings.

3,455 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

Peterson Financial Group held 324 shares of Walmart Inc worth $26.2K as of Q3 2024.
Walmart Inc was a new Peterson Financial Group position in Q3 2024.
Walmart Inc made up 0.1% of Peterson Financial Group's portfolio in Q3 2024, its #135 holding.
3,455 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.