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Source Financial Advisors’s Walmart Inc WMT Stock Holding History

Source Financial 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
Q3 		$629K Sell
7,786
-383
-5% -$28.1K 0.19% 62
2024
Q2 		$553K Sell
8,169
-99
-1% -$6.23K 0.17% 63
2024
Q1 		$498K Sell
8,268
-3,414
-29% -$195K 0.15% 71
2023
Q4 		$614K Buy
11,682
+3,474
+42% +$184K 0.19% 67
2023
Q3 		$438K Buy
8,208
+285
+4% +$15.2K 0.15% 81
2023
Q2 		$415K Buy
7,923
+351
+5% +$17.7K 0.14% 91
2023
Q1 		$372K Sell
7,572
-4,365
-37% -$207K 0.12% 89
2022
Q4 		$564K Sell
11,937
-21
-0.2% -$997 0.21% 72
2022
Q3 		$517K Buy
11,958
+444
+4% +$19.4K 0.2% 74
2022
Q2 		$467K Buy
+11,514
New +$531K 0.18% 74
2021
Q4 		– Sell
-4,467
Closed -$207K – 117
2021
Q3 		$207K Sell
4,467
-69
-2% -$3.32K 0.05% 103
2021
Q2 		$214K Buy
4,536
+6
+0.1% +$279 0.06% 102
2021
Q1 		$205K Sell
4,530
-150
-3% -$6.95K 0.05% 106
2020
Q4 		$225K Buy
+4,680
New +$227K 0.06% 103

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Source Financial Advisors's WMT Position: Q3 2024 in Review

Source Financial Advisors reduced its Walmart Inc (WMT) stake by 4.7% in Q3 2024, selling an estimated $28.1K and leaving 7,786 shares worth $629K. The position accounts for 0.19% of the portfolio, ranked #62.

Source Financial Advisors first reported a position in WMT in Q4 2020 and has held it in 14 quarters since. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Source Financial Advisors held 7,786 shares of Walmart Inc worth $629K as of Q3 2024.
  • Source Financial Advisors sold 383 Walmart Inc shares in Q3 2024, an estimated $28.1K.
  • Walmart Inc made up 0.19% of Source Financial Advisors's portfolio in Q3 2024, its #62 holding.
  • Source Financial Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 14 quarters since.
  • 3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.