Scholtz & Company’s Walmart Inc WMT Stock Holding History

Scholtz & Company’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 Q1	–	Sell	-6,300	Closed	-$331K	–	68
2023 Q4	$331K	Buy	+6,300	New	+$333K	0.16%	55

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Scholtz & Company's WMT Position: Q1 2024 in Review

Scholtz & Company sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 6,300 shares — an estimated $331K sold.

Scholtz & Company first reported a position in WMT in Q4 2023 and held it in 1 quarter. The position peaked at $331K in Q4 2023. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Scholtz & Company reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
Scholtz & Company sold 6,300 Walmart Inc shares in Q1 2024, an estimated $331K.
Scholtz & Company first reported a position in Walmart Inc in Q4 2023 and held it in 1 quarter.
Scholtz & Company's Walmart Inc position peaked at $331K in Q4 2023.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.