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Ahrens Investment Partners’s Walmart Inc WMT Stock Holding History

Ahrens Investment Partners’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
Q4 		– Sell
-19,500
Closed -$1K – 213
2020
Q3 		$1K Buy
+19,500
New +$867K ﹤0.01% 171

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ahrens Investment Partners's WMT Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Walmart Inc (WMT) stake by 15% in Q1 2023, selling an estimated $103K and leaving 12,273 shares worth $603K. The position accounts for 0.3% of the portfolio, ranked #62.

Ahrens Investment Partners first reported a position in WMT in Q4 2016 and has held it in 26 quarters since. The position peaked at $809K in Q3 2022. 2,852 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

  • Ahrens Investment Partners held 12,273 shares of Walmart Inc worth $603K as of Q1 2023.
  • Ahrens Investment Partners sold 2,178 Walmart Inc shares in Q1 2023, an estimated $103K.
  • Walmart Inc made up 0.3% of Ahrens Investment Partners's portfolio in Q1 2023, its #62 holding.
  • Ahrens Investment Partners first reported a position in Walmart Inc in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's Walmart Inc position peaked at $809K in Q3 2022.
  • 2,852 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.