RE Dickinson Investment Advisors’s Walmart Inc WMT Stock Holding History

RE Dickinson Investment 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
2024 Q4	$190K	Hold	2,100	–	–	0.11%	49
2024 Q3	$170K	Hold	2,100	–	–	0.1%	54
2024 Q2	$142K	Hold	2,100	–	–	0.09%	58
2024 Q1	$127K	Hold	2,100	–	–	0.08%	54
2023 Q4	$111K	Hold	2,100	–	–	0.07%	57
2023 Q3	$112K	Hold	2,100	–	–	0.08%	57
2023 Q2	$110K	Sell	2,100 -318	-13%	-$16K	0.04%	113
2023 Q1	$119K	Hold	2,418	–	–	0.04%	114
2022 Q4	$114K	Hold	2,418	–	–	0.05%	102
2022 Q3	$105K	Hold	2,418	–	–	0.09%	51
2022 Q2	$98K	Hold	2,418	–	–	0.01%	55
2022 Q1	$120K	Hold	2,418	–	–	0.08%	56
2021 Q4	$117K	Buy	+2,418	New	+$115K	0.09%	51

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RE Dickinson Investment Advisors's WMT Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Walmart Inc (WMT) position steady in Q4 2024 at 2,100 shares worth $190K. The position accounts for 0.11% of the portfolio, ranked #49.

RE Dickinson Investment Advisors first reported a position in WMT in Q4 2021 and has held it in 13 quarters since. 3,920 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

RE Dickinson Investment Advisors held 2,100 shares of Walmart Inc worth $190K as of Q4 2024.
RE Dickinson Investment Advisors left its Walmart Inc share count unchanged in Q4 2024.
Walmart Inc made up 0.11% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #49 holding.
RE Dickinson Investment Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 13 quarters since.
3,920 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.