Adams Chetwood Wealth Management’s Walmart Inc WMT Stock Holding History

Adams Chetwood Wealth 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
2022 Q1	$997K	Buy	20,082 +51	+0.3%	+$2.39K	0.57%	34
2021 Q4	$966K	Buy	20,031 +2,700	+16%	+$129K	0.66%	35
2021 Q3	$805K	Hold	17,331	–	–	0.58%	38
2021 Q2	$815K	Hold	17,331	–	–	0.57%	39
2021 Q1	$785K	Sell	17,331 -1,236	-7%	-$57.3K	0.6%	37
2020 Q4	$892K	Buy	18,567 +675	+4%	+$32.8K	0.74%	28
2020 Q3	$834K	Hold	17,892	–	–	0.8%	29
2020 Q2	$714K	Hold	17,892	–	–	0.73%	30
2020 Q1	$733K	Sell	17,892 -204	-1%	-$7.85K	0.86%	27
2019 Q4	$717K	Buy	+18,096	New	+$719K	0.73%	24

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adams Chetwood Wealth Management's WMT Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Walmart Inc (WMT) stake by 0.25% in Q1 2022, buying an estimated $2.39K and bringing the position to 20,082 shares worth $997K. The position accounts for 0.57% of the portfolio, ranked #34.

Adams Chetwood Wealth Management first reported a position in WMT in Q4 2019 and has held it in 10 quarters since. 2,729 funds tracked by Wall St. Rank hold WMT as of Q1 2022.

Adams Chetwood Wealth Management held 20,082 shares of Walmart Inc worth $997K as of Q1 2022.
Adams Chetwood Wealth Management bought 51 Walmart Inc shares in Q1 2022, an estimated $2.39K.
Walmart Inc made up 0.57% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #34 holding.
Adams Chetwood Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 10 quarters since.
2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.