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Sugarloaf Wealth Management’s Walmart Inc WMT Stock Holding History

Sugarloaf Wealth 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
Q4 		$5.18M Sell
57,348
-13,008
-18% -$1.13M 0.98% 17
2024
Q3 		$5.68M Sell
70,356
-130
-0.2% -$9.55K 1.07% 16
2024
Q2 		$4.77M Buy
70,486
+2,388
+4% +$150K 0.97% 16
2024
Q1 		$4.1M Buy
68,098
+8,929
+15% +$511K 0.85% 17
2023
Q4 		$3.11M Buy
59,169
+4,455
+8% +$236K 0.75% 27
2023
Q3 		$2.92M Buy
54,714
+38,637
+240% +$2.06M 0.74% 21
2023
Q2 		$842K Buy
16,077
+672
+4% +$33.9K 0.2% 58
2023
Q1 		$757K Sell
15,405
-279
-2% -$13.2K 0.19% 59
2022
Q4 		$741K Sell
15,684
-1,836
-10% -$87.2K 0.19% 54
2022
Q3 		$758K Buy
17,520
+2,019
+13% +$88.4K 0.19% 57
2022
Q2 		$628K Sell
15,501
-15
-0.1% -$692 0.16% 62
2022
Q1 		$770K Buy
15,516
+33
+0.2% +$1.55K 0.18% 52
2021
Q4 		$747K Hold
15,483
– – 0.18% 55
2021
Q3 		$719K Sell
15,483
-1,191
-7% -$57.4K 0.19% 54
2021
Q2 		$794K Buy
16,674
+441
+3% +$20.5K 0.22% 51
2021
Q1 		$735 Buy
16,233
+36
+0.2% +$1.67K 0.22% 52
2020
Q4 		$778K Hold
16,197
– – 0.26% 49
2020
Q3 		$755K Buy
16,197
+33
+0.2% +$1.47K 0.28% 52
2020
Q2 		$645K Buy
16,164
+141
+0.9% +$5.8K 0.25% 52
2020
Q1 		$607K Sell
16,023
-234
-1% -$9K 0.27% 51
2019
Q4 		$644K Buy
+16,257
New +$646K 0.27% 66

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's WMT Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Walmart Inc (WMT) stake by 18% in Q4 2024, selling an estimated $1.13M and leaving 57,348 shares worth $5.18M. The position accounts for 0.98% of the portfolio, ranked #17.

Sugarloaf Wealth Management first reported a position in WMT in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.68M in Q3 2024. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Sugarloaf Wealth Management held 57,348 shares of Walmart Inc worth $5.18M as of Q4 2024.
  • Sugarloaf Wealth Management sold 13,008 Walmart Inc shares in Q4 2024, an estimated $1.13M.
  • Walmart Inc made up 0.98% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Sugarloaf Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Walmart Inc position peaked at $5.68M in Q3 2024.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.