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TAP Consulting’s Walmart Inc WMT Stock Holding History

TAP Consulting’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 		$369K Buy
4,081
+31
+0.8% +$2.69K 0.08% 124
2024
Q3 		$327K Hold
4,050
– – 0.06% 134
2024
Q2 		$274K Hold
4,050
– – 0.06% 140
2024
Q1 		$244K Buy
4,050
+3
+0.1% +$172 0.05% 139
2023
Q4 		$213K Sell
4,047
-1,092
-21% -$57.8K 0.05% 125
2023
Q3 		$274K Buy
5,139
+1,128
+28% +$60K 0.07% 119
2023
Q2 		$210K Buy
+4,011
New +$202K 0.05% 134
2023
Q1 		– Sell
-4,968
Closed -$235K – 147
2022
Q4 		$235K Sell
4,968
-3,993
-45% -$190K 0.06% 119
2022
Q3 		$387K Sell
8,961
-30,939
-78% -$1.36M 0.1% 100
2022
Q2 		$1.62M Buy
39,900
+28,137
+239% +$1.3M 0.45% 55
2022
Q1 		$584K Buy
11,763
+18
+0.2% +$845 0.15% 87
2021
Q4 		$566K Sell
11,745
-2,316
-16% -$111K 0.13% 97
2021
Q3 		$653K Sell
14,061
-3,507
-20% -$169K 0.18% 91
2021
Q2 		$826K Sell
17,568
-183
-1% -$8.52K 0.23% 83
2021
Q1 		$804K Buy
17,751
+6,762
+62% +$313K 0.25% 79
2020
Q4 		$528K Buy
10,989
+3,051
+38% +$148K 0.19% 91
2020
Q3 		$370K Sell
7,938
-1,824
-19% -$81.1K 0.15% 93
2020
Q2 		$390K Buy
9,762
+222
+2% +$9.13K 0.19% 84
2020
Q1 		$361K Sell
9,540
-129
-1% -$4.96K 0.24% 83
2019
Q4 		$383K Hold
9,669
– – 0.21% 81
2019
Q3 		$383K Buy
+9,669
New +$365K 0.23% 84
2019
Q1 		$305K Buy
+9,384
New +$304K 0.23% 76

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TAP Consulting's WMT Position: Q4 2024 in Review

TAP Consulting increased its Walmart Inc (WMT) stake by 0.77% in Q4 2024, buying an estimated $2.69K and bringing the position to 4,081 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #124.

TAP Consulting first reported a position in WMT in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.62M in Q2 2022. 3,916 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • TAP Consulting held 4,081 shares of Walmart Inc worth $369K as of Q4 2024.
  • TAP Consulting bought 31 Walmart Inc shares in Q4 2024, an estimated $2.69K.
  • Walmart Inc made up 0.08% of TAP Consulting's portfolio in Q4 2024, its #124 holding.
  • TAP Consulting first reported a position in Walmart Inc in Q1 2019 and has held it in 22 quarters since.
  • TAP Consulting's Walmart Inc position peaked at $1.62M in Q2 2022.
  • 3,916 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.