Align Wealth Management’s Walmart Inc WMT Stock Holding History

Align 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 Q4	$24K	Buy	+555	New	+$26.4K	0.02%	103

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Align Wealth Management's WMT Position: Q4 2022 in Review

Align Wealth Management opened a new position in Walmart Inc (WMT) in Q4 2022: 555 shares worth $24K. The stake represents 0.02% of the portfolio and ranks #103 among its holdings.

2,807 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Align Wealth Management held 555 shares of Walmart Inc worth $24K as of Q4 2022.
Walmart Inc was a new Align Wealth Management position in Q4 2022.
Walmart Inc made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #103 holding.
2,807 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.