SYSTM Wealth Solutions’s Walmart Inc WMT Stock Holding History

SYSTM Wealth 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 Q3	$889	Sell	11 -317	-97%	-$23.3K	0.03%	83
2024 Q2	$22.2K	Sell	328 -6,148	-95%	-$387K	0.01%	358
2024 Q1	$390K	Sell	6,476 -142	-2%	-$8.13K	0.05%	310
2023 Q4	$348K	Sell	6,618 -1,740	-21%	-$92.1K	0.05%	312
2023 Q3	$446K	Buy	8,358 +435	+5%	+$23.1K	0.07%	299
2023 Q2	$415K	Buy	7,923 +1,701	+27%	+$85.8K	0.06%	341
2023 Q1	$306K	Buy	6,222 +819	+15%	+$38.9K	0.05%	374
2022 Q4	$255K	Buy	+5,403	New	+$257K	0.03%	463

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SYSTM Wealth Solutions's WMT Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Walmart Inc (WMT) stake by 97% in Q3 2024, selling an estimated $23.3K and leaving 11 shares worth $889. The position accounts for 0.03% of the portfolio, ranked #83.

SYSTM Wealth Solutions first reported a position in WMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $446K in Q3 2023. 3,454 funds tracked by Wall St. Rank hold WMT as of Q3 2024.

SYSTM Wealth Solutions held 11 shares of Walmart Inc worth $889 as of Q3 2024.
SYSTM Wealth Solutions sold 317 Walmart Inc shares in Q3 2024, an estimated $23.3K.
Walmart Inc made up 0.03% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #83 holding.
SYSTM Wealth Solutions first reported a position in Walmart Inc in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Walmart Inc position peaked at $446K in Q3 2023.
3,454 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.