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Accurate Investment Solutions’s Walmart Inc WMT Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-13,533
Closed -$513K – 402
2020
Q1 		$513K Buy
13,533
+6,993
+107% +$269K 0.42% 44
2019
Q4 		$259K Buy
6,540
+345
+6% +$13.7K 0.17% 64
2019
Q3 		$245K Hold
6,195
– – 0.18% 51
2019
Q2 		$228K Hold
6,195
– – 0.17% 51
2019
Q1 		$201K Hold
6,195
– – 0.16% 53
2018
Q4 		$192K Hold
6,195
– – 0.17% 54
2018
Q3 		$194K Sell
6,195
-3,150
-34% -$96.3K 0.13% 60
2018
Q2 		$267K Buy
9,345
+33
+0.4% +$938 0.2% 58
2018
Q1 		$277K Buy
9,312
+12
+0.1% +$386 0.21% 45
2017
Q4 		$307K Hold
9,300
– – 0.23% 42
2017
Q3 		$242K Buy
9,300
+3,105
+50% +$81.5K 0.18% 53
2017
Q2 		$156K Sell
6,195
-1,500
-19% -$38.1K 0.13% 71
2017
Q1 		$185K Sell
7,695
-1,689
-18% -$38.9K 0.15% 53
2016
Q4 		$216K Buy
9,384
+1,632
+21% +$38.1K 0.19% 48
2016
Q3 		$186K Buy
7,752
+3
+0% +$73 0.17% 55
2016
Q2 		$189K Sell
7,749
-12,564
-62% -$291K 0.2% 50
2016
Q1 		$464K Buy
20,313
+11,013
+118% +$241K 0.44% 32
2015
Q4 		$190K Buy
+9,300
New +$187K 0.17% 53

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Investment Solutions's WMT Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Walmart Inc (WMT) in Q2 2020, closing a stake of 13,533 shares — an estimated $513K sold.

Accurate Investment Solutions first reported a position in WMT in Q4 2015 and held it in 18 quarters. The position peaked at $513K in Q1 2020. 2,179 funds tracked by Wall St. Rank hold WMT as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Walmart Inc position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 13,533 Walmart Inc shares in Q2 2020, an estimated $513K.
  • Accurate Investment Solutions first reported a position in Walmart Inc in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Walmart Inc position peaked at $513K in Q1 2020.
  • 2,179 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.