Stack Financial Management, Inc WMT Holdings History
Stack Financial Management, Inc's Walmart Inc Holding Summary
As of 2025-03-31, Stack Financial Management, Inc held 1.07 Mil shares of Walmart Inc(WMT), totaling $94.26 Mil. This investment constitutes 7.85% of their stock portfolio, and Stack Financial Management, Inc now holds 0.01% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2014Q1. And since then Stack Financial Management, Inc has made 23 purchases of WMT, at an average price of $31.93, for a total of 1.70 Mil shares. In addition, there have been 11 sales at an average price of $26.15 for 625,095.00 shares. Based on historical transaction data and WMT's current price of $97.77, Stack Financial Management, Inc's estimated gain on his WMT holdings is $67.07 Mil, reflecting a 123.63% gain to date.
Stack Financial Management, Inc WMT ($97.77) Holding Chart
Stack Financial Management, Inc WMT ($97.77) 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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