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Private Portfolio Partners’s Walmart Inc WMT Stock Holding History

Private Portfolio 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
Q4 		$924K Buy
10,230
+15
+0.1% +$1.3K 0.17% 102
2024
Q3 		$825K Buy
+10,215
New +$750K 0.15% 111
2024
Q2 		– Sell
-11,736
Closed -$706K – 279
2024
Q1 		$706K Buy
11,736
+123
+1% +$7.04K 0.15% 117
2023
Q4 		$610K Buy
11,613
+480
+4% +$25.4K 0.14% 122
2023
Q3 		$593K Buy
11,133
+312
+3% +$16.6K 0.15% 110
2023
Q2 		$567K Buy
10,821
+159
+1% +$8.02K 0.15% 116
2023
Q1 		$524K Sell
10,662
-132
-1% -$6.26K 0.14% 119
2022
Q4 		$510K Sell
10,794
-1,119
-9% -$53.1K 0.13% 141
2022
Q3 		$515K Sell
11,913
-204
-2% -$8.94K 0.15% 129
2022
Q2 		$491K Buy
12,117
+282
+2% +$13K 0.14% 132
2022
Q1 		$588K Buy
11,835
+1,311
+12% +$61.5K 0.15% 136
2021
Q4 		$508K Sell
10,524
-48
-0.5% -$2.29K 0.13% 152
2021
Q3 		$491K Sell
10,572
-159
-1% -$7.66K 0.14% 143
2021
Q2 		$504K Buy
10,731
+213
+2% +$9.92K 0.15% 135
2021
Q1 		$476K Sell
10,518
-69
-0.7% -$3.2K 0.15% 123
2020
Q4 		$509K Sell
10,587
-48
-0.5% -$2.33K 0.18% 110
2020
Q3 		$496K Buy
10,635
+573
+6% +$25.5K 0.2% 106
2020
Q2 		$402K Sell
10,062
-14,391
-59% -$592K 0.19% 117
2020
Q1 		$927K Buy
24,453
+843
+4% +$32.4K 0.49% 56
2019
Q4 		$935K Sell
23,610
-1,278
-5% -$50.8K 0.41% 62
2019
Q3 		$984K Sell
24,888
-9,192
-27% -$347K 0.46% 61
2019
Q2 		$1.25M Buy
34,080
+14,346
+73% +$494K 0.54% 52
2019
Q1 		$642K Buy
19,734
+15
+0.1% +$486 0.34% 77
2018
Q4 		$612K Buy
+19,719
New +$632K 0.38% 71

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

Private Portfolio Partners's WMT Position: Q4 2024 in Review

Private Portfolio Partners increased its Walmart Inc (WMT) stake by 0.15% in Q4 2024, buying an estimated $1.3K and bringing the position to 10,230 shares worth $924K. The position accounts for 0.17% of the portfolio, ranked #102.

Private Portfolio Partners first reported a position in WMT in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.25M in Q2 2019. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Private Portfolio Partners held 10,230 shares of Walmart Inc worth $924K as of Q4 2024.
  • Private Portfolio Partners bought 15 Walmart Inc shares in Q4 2024, an estimated $1.3K.
  • Walmart Inc made up 0.17% of Private Portfolio Partners's portfolio in Q4 2024, its #102 holding.
  • Private Portfolio Partners first reported a position in Walmart Inc in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's Walmart Inc position peaked at $1.25M in Q2 2019.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.