Zimmermann Investment Management & Planning’s Walmart Inc WMT Stock Holding History

Zimmermann Investment Management & Planning’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	–	Sell	-21,402	Closed	-$1.73M	–	130
2024 Q3	$1.73M	Buy	21,402 +2,008	+10%	+$147K	0.53%	48
2024 Q2	$1.31M	Buy	19,394 +1,526	+9%	+$96.1K	0.44%	52
2024 Q1	$1.08M	Buy	17,868 +684	+4%	+$39.1K	0.39%	58
2023 Q4	$903K	Buy	17,184 +1,302	+8%	+$68.9K	0.37%	52
2023 Q3	$847K	Buy	15,882 +2,352	+17%	+$125K	0.41%	51
2023 Q2	$709K	Buy	13,530 +1,647	+14%	+$83.1K	0.33%	49
2023 Q1	$584K	Buy	+11,883	New	+$564K	0.31%	62

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zimmermann Investment Management & Planning's WMT Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Walmart Inc (WMT) in Q4 2024, closing a stake of 21,402 shares — an estimated $1.73M sold.

Zimmermann Investment Management & Planning first reported a position in WMT in Q1 2023 and held it in 7 quarters. The position peaked at $1.73M in Q3 2024. 3,910 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Walmart Inc position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 21,402 Walmart Inc shares in Q4 2024, an estimated $1.73M.
Zimmermann Investment Management & Planning first reported a position in Walmart Inc in Q1 2023 and held it in 7 quarters.
Zimmermann Investment Management & Planning's Walmart Inc position peaked at $1.73M in Q3 2024.
3,910 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.