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WR Wealth Planners’s Walmart Inc WMT Stock Holding History

WR Wealth Planners’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 		$2.65M Sell
29,288
-1,308
-4% -$114K 0.85% 20
2024
Q3 		$2.47M Sell
30,596
-100
-0.3% -$7.34K 0.69% 24
2024
Q2 		$2.08M Buy
30,696
+535
+2% +$33.7K 0.63% 28
2024
Q1 		$1.81M Buy
30,161
+206
+0.7% +$11.8K 0.56% 30
2023
Q4 		$1.57M Sell
29,955
-213
-0.7% -$11.3K 0.59% 38
2023
Q3 		$1.61M Buy
30,168
+174
+0.6% +$9.26K 0.61% 30
2023
Q2 		$1.57M Buy
29,994
+7,029
+31% +$355K 0.61% 32
2023
Q1 		$1.13M Buy
22,965
+7,479
+48% +$355K 0.49% 37
2022
Q4 		$732K Buy
15,486
+783
+5% +$37.2K 0.45% 42
2022
Q3 		$636K Sell
14,703
-696
-5% -$30.5K 0.45% 38
2022
Q2 		$624K Sell
15,399
-108
-0.7% -$4.98K 0.41% 43
2022
Q1 		$770K Buy
+15,507
New +$728K 0.46% 40

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

WR Wealth Planners's WMT Position: Q4 2024 in Review

WR Wealth Planners reduced its Walmart Inc (WMT) stake by 4.3% in Q4 2024, selling an estimated $114K and leaving 29,288 shares worth $2.65M. The position accounts for 0.85% of the portfolio, ranked #20.

WR Wealth Planners first reported a position in WMT in Q1 2022 and has held it in 12 quarters since. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • WR Wealth Planners held 29,288 shares of Walmart Inc worth $2.65M as of Q4 2024.
  • WR Wealth Planners sold 1,308 Walmart Inc shares in Q4 2024, an estimated $114K.
  • Walmart Inc made up 0.85% of WR Wealth Planners's portfolio in Q4 2024, its #20 holding.
  • WR Wealth Planners first reported a position in Walmart Inc in Q1 2022 and has held it in 12 quarters since.
  • 3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.