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Sweet Financial Partners’s Walmart Inc WMT Stock Holding History

Sweet Financial Partners’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 		$972K Buy
12,036
+2
+0% +$147 0.21% 82
2024
Q2 		$815K Buy
12,034
+7
+0.1% +$441 0.19% 87
2024
Q1 		$724K Buy
12,027
+150
+1% +$8.58K 0.17% 99
2023
Q4 		$624K Buy
11,877
+468
+4% +$24.8K 0.15% 102
2023
Q3 		$608K Buy
11,409
+3
+0% +$160 0.16% 88
2023
Q2 		$598K Buy
11,406
+204
+2% +$10.3K 0.16% 95
2023
Q1 		$551K Buy
11,202
+3
+0% +$142 0.15% 99
2022
Q4 		$529K Hold
11,199
– – 0.16% 96
2022
Q3 		$484K Sell
11,199
-411
-4% -$18K 0.15% 93
2022
Q2 		$470K Sell
11,610
-2,277
-16% -$105K 0.15% 92
2022
Q1 		$689K Buy
13,887
+3,714
+37% +$174K 0.18% 69
2021
Q4 		$491K Buy
+10,173
New +$486K 0.2% 70

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sweet Financial Partners's WMT Position: Q3 2024 in Review

Sweet Financial Partners increased its Walmart Inc (WMT) stake by 0.02% in Q3 2024, buying an estimated $147 and bringing the position to 12,036 shares worth $972K. The position accounts for 0.21% of the portfolio, ranked #82.

Sweet Financial Partners first reported a position in WMT in Q4 2021 and has held it in 12 quarters since. 3,461 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

  • Sweet Financial Partners held 12,036 shares of Walmart Inc worth $972K as of Q3 2024.
  • Sweet Financial Partners bought 2 Walmart Inc shares in Q3 2024, an estimated $147.
  • Walmart Inc made up 0.21% of Sweet Financial Partners's portfolio in Q3 2024, its #82 holding.
  • Sweet Financial Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 12 quarters since.
  • 3,461 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.