SWM
WMT icon

Sanctuary Wealth Management’s Walmart Inc WMT Stock Holding History

Sanctuary Wealth Management’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 		$24.4K Hold
270
– – 0.02% 123
2024
Q3 		$21.8K Hold
270
– – 0.02% 147
2024
Q2 		$18.3K Hold
270
– – 0.01% 137
2024
Q1 		$16.2K Hold
270
– – 0.01% 136
2023
Q4 		$14.2K Hold
270
– – 0.01% 134
2023
Q3 		$14.4K Sell
270
-33
-11% -$1.76K 0.02% 121
2023
Q2 		$15.9K Buy
+303
New +$15.3K 0.02% 123
2022
Q4 		$14.3K Buy
+303
New +$14.4K 0.02% 114

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

Sanctuary Wealth Management's WMT Position: Q4 2024 in Review

Sanctuary Wealth Management held its Walmart Inc (WMT) position steady in Q4 2024 at 270 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #123.

Sanctuary Wealth Management first reported a position in WMT in Q4 2022 and has held it in 8 quarters since. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Sanctuary Wealth Management held 270 shares of Walmart Inc worth $24.4K as of Q4 2024.
  • Sanctuary Wealth Management left its Walmart Inc share count unchanged in Q4 2024.
  • Walmart Inc made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #123 holding.
  • Sanctuary Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 8 quarters since.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.