Axiom Financial Strategies’s Walmart Inc WMT Stock Holding History

Axiom Financial Strategies’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	–	Sell	-14,505	Closed	-$627K	–	71
2022 Q3	$627K	Sell	14,505 -201	-1%	-$8.8K	0.33%	39
2022 Q2	$596K	Buy	14,706 +42	+0.3%	+$1.94K	0.31%	41
2022 Q1	$748K	Sell	14,664 -27	-0.2%	-$1.27K	0.38%	37
2021 Q4	$709K	Buy	14,691 +450	+3%	+$21.5K	0.32%	36
2021 Q3	$662K	Buy	14,241 +33	+0.2%	+$1.59K	0.31%	36
2021 Q2	$668K	Buy	14,208 +924	+7%	+$43K	0.31%	34
2021 Q1	$601K	Buy	13,284 +174	+1%	+$8.06K	0.3%	38
2020 Q4	$611K	Hold	13,110	–	–	0.37%	36
2020 Q3	$611K	Buy	13,110 +3,996	+44%	+$178K	0.37%	36
2020 Q2	$364K	Sell	9,114 -597	-6%	-$24.6K	0.24%	40
2020 Q1	$368K	Buy	+9,711	New	+$374K	0.3%	40

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axiom Financial Strategies's WMT Position: Q4 2022 in Review

Axiom Financial Strategies sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 14,505 shares — an estimated $627K sold.

Axiom Financial Strategies first reported a position in WMT in Q1 2020 and held it in 11 quarters. The position peaked at $748K in Q1 2022. 2,806 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Axiom Financial Strategies reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 14,505 Walmart Inc shares in Q4 2022, an estimated $627K.
Axiom Financial Strategies first reported a position in Walmart Inc in Q1 2020 and held it in 11 quarters.
Axiom Financial Strategies's Walmart Inc position peaked at $748K in Q1 2022.
2,806 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.