AH
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Achievement Holdings’s Walmart Inc WMT Stock Holding History

Achievement Holdings’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
2015
Q2 		– Sell
-12,600
Closed -$345 – 293
2015
Q1 		$345 Sell
12,600
-332,100
-96% -$9.42M 0.01% 211
2014
Q4 		$9.87M Buy
+344,700
New +$9.31M 0.29% 77

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Achievement Holdings's WMT Position: Q2 2015 in Review

Achievement Holdings sold out of Walmart Inc (WMT) in Q2 2015, closing a stake of 12,600 shares — an estimated $345 sold.

Achievement Holdings first reported a position in WMT in Q4 2014 and held it in 2 quarters. The position peaked at $9.87M in Q4 2014. 1,470 funds tracked by Wall St. Rank hold WMT as of Q2 2015.

  • Achievement Holdings reported no remaining Walmart Inc position as of Q2 2015 after selling out during the quarter.
  • Achievement Holdings sold 12,600 Walmart Inc shares in Q2 2015, an estimated $345.
  • Achievement Holdings first reported a position in Walmart Inc in Q4 2014 and held it in 2 quarters.
  • Achievement Holdings's Walmart Inc position peaked at $9.87M in Q4 2014.
  • 1,470 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2015.

Based on Achievement Holdings's 13F filing for Q2 2015, filed 14 Aug 2015.