20/20 Capital Management’s Walmart Inc WMT Stock Holding History

20/20 Capital Management’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
2021 Q2	$656K	Buy	13,947 +3	+0%	+$140	0.17%	89
2021 Q1	$631K	Sell	13,944 -318	-2%	-$14.7K	0.18%	81
2020 Q4	$669K	Buy	14,262 +300	+2%	+$14.6K	0.2%	89
2020 Q3	$651K	Hold	13,962	–	–	0.24%	74
2020 Q2	$605K	Buy	13,962 +864	+7%	+$35.5K	0.23%	74
2020 Q1	$532K	Buy	13,098 +99	+0.8%	+$3.81K	0.24%	79
2019 Q4	$504K	Buy	+12,999	New	+$516K	0.2%	83

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

20/20 Capital Management's WMT Position: Q2 2021 in Review

20/20 Capital Management increased its Walmart Inc (WMT) stake by 0.02% in Q2 2021, buying an estimated $140 and bringing the position to 13,947 shares worth $656K. The position accounts for 0.17% of the portfolio, ranked #89.

20/20 Capital Management first reported a position in WMT in Q4 2019 and has held it in 7 quarters since. The position peaked at $669K in Q4 2020. 2,498 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

20/20 Capital Management held 13,947 shares of Walmart Inc worth $656K as of Q2 2021.
20/20 Capital Management bought 3 Walmart Inc shares in Q2 2021, an estimated $140.
Walmart Inc made up 0.17% of 20/20 Capital Management's portfolio in Q2 2021, its #89 holding.
20/20 Capital Management first reported a position in Walmart Inc in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Walmart Inc position peaked at $669K in Q4 2020.
2,498 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.