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Steward Partners Investment Solutions’s Walmart Inc WMT Stock Holding History

Steward Partners Investment Solutions’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 		$2.78M Buy
46,257
+1,905
+4% +$109K 0.47% 53
2023
Q4 		$2.33M Buy
+44,352
New +$2.35M 0.97% 23

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

Steward Partners Investment Solutions's WMT Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Walmart Inc (WMT) stake by 4.3% in Q1 2024, buying an estimated $109K and bringing the position to 46,257 shares worth $2.78M. The position accounts for 0.47% of the portfolio, ranked #53.

Steward Partners Investment Solutions first reported a position in WMT in Q4 2023 and has held it in 2 quarters since. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

  • Steward Partners Investment Solutions held 46,257 shares of Walmart Inc worth $2.78M as of Q1 2024.
  • Steward Partners Investment Solutions bought 1,905 Walmart Inc shares in Q1 2024, an estimated $109K.
  • Walmart Inc made up 0.47% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #53 holding.
  • Steward Partners Investment Solutions first reported a position in Walmart Inc in Q4 2023 and has held it in 2 quarters since.
  • 3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.