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SpiderRock Advisors’s Walmart Inc WMT Stock Holding History

SpiderRock 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 		$14.9M Buy
184,794
+2,969
+2% +$218K 0.24% 66
2024
Q2 		$12.3M Buy
181,825
+22,284
+14% +$1.4M 0.25% 64
2024
Q1 		$9.71M Buy
+159,541
New +$9.13M 0.24% 79
2017
Q2 		– Hold
0
– – – 14

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

SpiderRock Advisors's WMT Position: Q3 2024 in Review

SpiderRock Advisors increased its Walmart Inc (WMT) stake by 1.6% in Q3 2024, buying an estimated $218K and bringing the position to 184,794 shares worth $14.9M. The position accounts for 0.24% of the portfolio, ranked #66.

SpiderRock Advisors first reported a position in WMT in Q1 2024 and has held it in 3 quarters since. 3,455 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • SpiderRock Advisors held 184,794 shares of Walmart Inc worth $14.9M as of Q3 2024.
  • SpiderRock Advisors bought 2,969 Walmart Inc shares in Q3 2024, an estimated $218K.
  • Walmart Inc made up 0.24% of SpiderRock Advisors's portfolio in Q3 2024, its #66 holding.
  • SpiderRock Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 3 quarters since.
  • 3,455 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

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