WI
WMT icon

Wintrust Investments’s Walmart Inc WMT Stock Holding History

Wintrust Investments’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
2017
Q1 		– Sell
-9,000
Closed -$210K – 311
2016
Q4 		$210K Buy
+9,000
New +$210K 0.09% 194

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 $1.88B AUM 29.07% 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

Wintrust Investments's WMT Position: Q4 2024 in Review

Wintrust Investments reduced its Walmart Inc (WMT) stake by 55% in Q4 2024, selling an estimated $183K and leaving 1,723 shares worth $155K. The position accounts for 0.14% of the portfolio, ranked #124.

Wintrust Investments first reported a position in WMT in Q2 2016 and has held it in 34 quarters since. The position peaked at $2.65M in Q2 2024. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Wintrust Investments held 1,723 shares of Walmart Inc worth $155K as of Q4 2024.
  • Wintrust Investments sold 2,104 Walmart Inc shares in Q4 2024, an estimated $183K.
  • Walmart Inc made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #124 holding.
  • Wintrust Investments first reported a position in Walmart Inc in Q2 2016 and has held it in 34 quarters since.
  • Wintrust Investments's Walmart Inc position peaked at $2.65M in Q2 2024.
  • 3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.