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Walmart Inc
WMT
WMT
111.35
USD
+0.79
0.71%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
111.32
-0.03
0.03%
1 day
0.71%
5 days
7.23%
1 month
5.22%
3 months
-0.77%
6 months
-13.77%
Year to date
-1.25%
1 year
9.41%
5 years
139.41%
10 years
391.39%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2026 |
CC
2026
Claybrook Capital
Wellesley,
Massachusetts
| – | -$24K | -780 | Closed |
|
| 2027 |
WDL
2027
Well Done LLC
Holland,
Michigan
| – | -$24K | -780 | Closed |
|
| 2028 |
CWM
2028
Catamount Wealth Management
Westport,
Connecticut
| – | -$19K | -582 | Closed |
|
| 2029 |
RWA
2029
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$15K | -498 | Closed |
|
| 2030 |
FFW
2030
Fusion Family Wealth
Woodbury,
New York
| – | -$13K | -420 | Closed |
|
| 2031 |
SFA
2031
Spectrum Financial Alliance
Nicholasville,
Kentucky
| – | -$9K | -315 | Closed |
|
| 2032 |
TWMP
2032
Taylor Wealth Management Partners
Boston,
Massachusetts
| – | -$9K | -300 | Closed |
|
| 2033 |
BCM
2033
Brasada Capital Management
Houston,
Texas
| – | -$6K | -183 | Closed |
|
| 2034 |
LYV
2034
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$3K | -87 | Closed |
|
| 2035 |
AWMS
2035
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | +$389 | +12 | New |
|