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Spartan Fund Management’s Walmart Inc WMT Stock Holding History

Spartan Fund 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
Q1 		– Sell
-12,390
Closed -$651K – 136
2023
Q4 		$651K Hold
12,390
– – 0.8% 47
2023
Q3 		$661K Sell
12,390
-17,088
-58% -$909K 0.5% 72
2023
Q2 		$1.3M Buy
29,478
+17,088
+138% +$862K 0.31% 101
2023
Q1 		$609K Hold
12,390
– – 0.28% 117
2022
Q4 		$586K Hold
12,390
– – 0.21% 153
2022
Q3 		$536K Hold
12,390
– – 0.16% 202
2022
Q2 		$502K Buy
+12,390
New +$571K 0.11% 261

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Spartan Fund Management's WMT Position: Q1 2024 in Review

Spartan Fund Management sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 12,390 shares — an estimated $651K sold.

Spartan Fund Management first reported a position in WMT in Q2 2022 and held it in 7 quarters. The position peaked at $1.3M in Q2 2023. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Spartan Fund Management reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
  • Spartan Fund Management sold 12,390 Walmart Inc shares in Q1 2024, an estimated $651K.
  • Spartan Fund Management first reported a position in Walmart Inc in Q2 2022 and held it in 7 quarters.
  • Spartan Fund Management's Walmart Inc position peaked at $1.3M in Q2 2023.
  • 3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Spartan Fund Management's 13F filing for Q1 2024, filed 23 Apr 2024.