First Personal Financial Services / WMT
First Personal Financial Services’s Walmart Inc Position
Does First Personal Financial Services own Walmart Inc (WMT)? Yes — 104.8K shares worth $8M (+1.79% of its 13F portfolio) as of Q3 2024, down from 107.6K shares the prior filed quarter.
Position Value
$8M
Q3 2024
Shares
104.8K
% of Portfolio
+1.79%
Quarters Held
24
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 104.8K | $8M | +1.79% |
| Q2 2024 | 107.6K | $7M | +1.65% |
| Q1 2024 | 108.2K | $7M | +1.51% |
| Q4 2023 | 36.4K | $6M | +1.40% |
| Q3 2023 | 47.8K | $8M | +1.99% |
| Q2 2023 | 48.1K | $8M | +1.88% |
| Q1 2023 | 48.0K | $7M | +1.83% |
| Q4 2022 | 47.5K | $7M | +1.82% |
| Q3 2022 | 47.6K | $6M | +1.79% |
| Q2 2022 | 47.7K | $6M | +1.62% |
| Q1 2022 | 48.2K | $7M | +1.67% |
| Q4 2021 | 47.8K | $7M | +1.55% |
| Q3 2021 | 45.7K | $6M | +1.58% |
| Q2 2021 | 47.0K | $7M | +1.69% |
| Q1 2021 | 46.1K | $6M | +1.71% |
| Q4 2020 | 46.1K | $7M | +1.89% |
| Q3 2020 | 46.1K | $6M | +2.05% |
| Q2 2020 | 47.1K | $6M | +1.93% |
| Q1 2020 | 47.8K | $5M | +2.10% |
| Q4 2019 | 47.7K | $6M | +1.84% |
| Q3 2019 | 50.2K | $6M | +1.85% |
| Q2 2019 | 50.5K | $6M | +1.59% |
| Q1 2019 | 50.8K | $5M | +1.51% |
| Q4 2018 | 52.2K | $5M | +1.68% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Personal Financial Services’s full portfolio or all institutional holders of WMT.