AWM
WMT icon

Altium Wealth Management’s Walmart Inc WMT Stock Holding History

Altium 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
Q2 		$1.11M Sell
27,369
-1,377
-5% -$63.5K 0.08% 144
2022
Q1 		$1.43M Buy
28,746
+3,165
+12% +$149K 0.09% 124
2021
Q4 		$1.23M Buy
25,581
+3,222
+14% +$154K 0.08% 125
2021
Q3 		$1.04M Buy
22,359
+378
+2% +$18.2K 0.07% 131
2021
Q2 		$1.03M Sell
21,981
-3,675
-14% -$171K 0.08% 126
2021
Q1 		$1.16M Buy
25,656
+4,116
+19% +$191K 0.09% 107
2020
Q4 		$1.03M Buy
21,540
+6,516
+43% +$316K 0.09% 105
2020
Q3 		$701K Sell
15,024
-39
-0.3% -$1.73K 0.07% 120
2020
Q2 		$601K Sell
15,063
-2,112
-12% -$86.9K 0.07% 133
2020
Q1 		$650K Buy
17,175
+1,896
+12% +$72.9K 0.09% 116
2019
Q4 		$605K Buy
15,279
+1,410
+10% +$56K 0.07% 152
2019
Q3 		$549K Buy
13,869
+228
+2% +$8.61K 0.07% 153
2019
Q2 		$502K Sell
13,641
-7,224
-35% -$249K 0.07% 160
2019
Q1 		$678K Sell
20,865
-708
-3% -$23K 0.11% 130
2018
Q4 		$670K Buy
21,573
+87
+0.4% +$2.79K 0.13% 116
2018
Q3 		$673K Buy
21,486
+2,604
+14% +$79.6K 0.13% 124
2018
Q2 		$539K Buy
18,882
+7,761
+70% +$221K 0.14% 111
2018
Q1 		$329K Buy
11,121
+2,928
+36% +$94.2K 0.13% 114
2017
Q4 		$271K Buy
+8,193
New +$251K 0.12% 132

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Altium Wealth Management's WMT Position: Q2 2022 in Review

Altium Wealth Management reduced its Walmart Inc (WMT) stake by 4.8% in Q2 2022, selling an estimated $63.5K and leaving 27,369 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #144.

Altium Wealth Management first reported a position in WMT in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.43M in Q1 2022. 2,619 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

  • Altium Wealth Management held 27,369 shares of Walmart Inc worth $1.11M as of Q2 2022.
  • Altium Wealth Management sold 1,377 Walmart Inc shares in Q2 2022, an estimated $63.5K.
  • Walmart Inc made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #144 holding.
  • Altium Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Walmart Inc position peaked at $1.43M in Q1 2022.
  • 2,619 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.