Raymond James Financial Services Advisors’s Walmart Inc WMT Stock Holding History

Raymond James Financial Services Advisors’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
2021 Q3	–	Sell	-56,700	Closed	-$201K	–	3423
2021 Q2	$201K	Buy	56,700 +11,700	+26%	+$545K	﹤0.01%	3011
2021 Q1	$228K	Buy	45,000 +5,100	+13%	+$236K	﹤0.01%	2828
2020 Q4	$118K	Buy	+39,900	New	+$1.94M	﹤0.01%	2843
2020 Q3	–	Sell	-32,700	Closed	-$85K	–	3000
2020 Q2	$85K	Buy	+32,700	New	+$1.35M	﹤0.01%	2662

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 $295B AUM 31.6% 1-Year Est. Return

Raymond James Financial Services Advisors's WMT Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Walmart Inc (WMT) stake by 1.9% in Q3 2024, selling an estimated $11.2M and leaving 7,670,626 shares worth $619M. The position accounts for 0.83% of the portfolio, ranked #15.

Raymond James Financial Services Advisors first reported a position in WMT in Q3 2013 and has held it in 42 quarters since. 3,455 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

Raymond James Financial Services Advisors held 7,670,626 shares of Walmart Inc worth $619M as of Q3 2024.
Raymond James Financial Services Advisors sold 152,442 Walmart Inc shares in Q3 2024, an estimated $11.2M.
Walmart Inc made up 0.83% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #15 holding.
Raymond James Financial Services Advisors first reported a position in Walmart Inc in Q3 2013 and has held it in 42 quarters since.
3,455 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.