Number of Shares
867,627.00
Current Holdings Value*
$76.17 Mil
% of Portfolio
1.43%
Total Estimate Gain
$37.99 Mil
% of Total Estimate Gain
70.15%

Advisors Asset Management, Inc.'s Walmart Inc Holding Summary

As of 2025-03-31, Advisors Asset Management, Inc. held 867,627.00 shares of Walmart Inc(WMT), totaling $76.17 Mil. This investment constitutes 1.43% of their stock portfolio, and Advisors Asset Management, Inc. now holds 0.01% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2013Q4. And since then Advisors Asset Management, Inc. has made 30 purchases of WMT, at an average price of $47.86, for a total of 1.13 Mil shares. In addition, there have been 7 sales at an average price of $29.70 for 263,868.00 shares. Based on historical transaction data and WMT's current price of $97.16, Advisors Asset Management, Inc.'s estimated gain on his WMT holdings is $37.99 Mil, reflecting a 70.15% gain to date.

Advisors Asset Management, Inc. WMT ($97.16) Holding Chart

Advisors Asset Management, Inc. WMT ($97.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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