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Argent Wealth Management’s Walmart Inc WMT Stock Holding History

Argent 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
2020
Q2 		$647K Hold
14,727
– – 0.11% 98
2020
Q1 		$619K Sell
14,727
-213
-1% -$8.19K 0.13% 87
2019
Q4 		$592K Buy
+14,940
New +$593K 0.1% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Argent Wealth Management's WMT Position: Q2 2020 in Review

Argent Wealth Management held its Walmart Inc (WMT) position steady in Q2 2020 at 14,727 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #98.

Argent Wealth Management first reported a position in WMT in Q4 2019 and has held it in 3 quarters since. 2,179 funds tracked by Wall St. Rank hold WMT as of Q2 2020.

  • Argent Wealth Management held 14,727 shares of Walmart Inc worth $647K as of Q2 2020.
  • Argent Wealth Management left its Walmart Inc share count unchanged in Q2 2020.
  • Walmart Inc made up 0.11% of Argent Wealth Management's portfolio in Q2 2020, its #98 holding.
  • Argent Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 3 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.