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B. Riley Wealth Management’s Walmart Inc WMT Stock Holding History

B. Riley 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 		$143K Sell
118,842
-21,687
-15% -$1M 0.17% 39
2022
Q1 		$6.98M Sell
140,529
-14,727
-9% -$691K 0.54% 44
2021
Q4 		$7.49M Buy
155,256
+10,068
+7% +$481K 0.52% 46
2021
Q3 		$6.75M Buy
145,188
+70,041
+93% +$3.37M 0.52% 50
2021
Q2 		$3.53M Sell
75,147
-14,871
-17% -$693K 0.39% 63
2021
Q1 		$4.08M Buy
+90,018
New +$4.17M 0.48% 53
2020
Q4 		– Sell
-52,587
Closed -$2.45M – 470
2020
Q3 		$2.45M Sell
52,587
-20,718
-28% -$921K 0.29% 85
2020
Q2 		$2.93M Sell
73,305
-16,233
-18% -$668K 0.32% 76
2020
Q1 		$3.39M Sell
89,538
-5,583
-6% -$215K 0.36% 81
2019
Q4 		$3.77M Sell
95,121
-1,590
-2% -$63.1K 0.56% 45
2019
Q3 		$3.83M Sell
96,711
-2,904
-3% -$110K 0.67% 33
2019
Q2 		$3.67K Buy
99,615
+2,634
+3% +$90.8K 0.56% 39
2019
Q1 		$3.15M Buy
96,981
+9,828
+11% +$319K 0.55% 44
2018
Q4 		$2.71M Sell
87,153
-7,872
-8% -$252K 0.57% 40
2018
Q3 		$2.98M Buy
+95,025
New +$2.91M 0.73% 28
2016
Q1 		$319K Buy
+13,986
New +$307K 0.48% 76
2015
Q3 		– Sell
-8,922
Closed -$210K – 756
2015
Q2 		$210K Sell
8,922
-2,100
-19% -$53.5K 0.17% 176
2015
Q1 		$302K Buy
11,022
+4,500
+69% +$128K 0.23% 125
2014
Q4 		$186K Buy
6,522
+4,722
+262% +$128K 0.15% 171
2014
Q3 		$35K Sell
1,800
-8,016
-82% -$202K 0.03% 486
2014
Q2 		$245K Buy
9,816
+309
+3% +$7.94K 0.16% 176
2014
Q1 		$242K Buy
+9,507
New +$239K 0.18% 154

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

B. Riley Wealth Management's WMT Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Walmart Inc (WMT) stake by 15% in Q2 2022, selling an estimated $1M and leaving 118,842 shares worth $143K. The position accounts for 0.17% of the portfolio, ranked #39.

B. Riley Wealth Management first reported a position in WMT in Q1 2014 and has held it in 22 quarters since. The position peaked at $7.49M in Q4 2021. 2,619 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

  • B. Riley Wealth Management held 118,842 shares of Walmart Inc worth $143K as of Q2 2022.
  • B. Riley Wealth Management sold 21,687 Walmart Inc shares in Q2 2022, an estimated $1M.
  • Walmart Inc made up 0.17% of B. Riley Wealth Management's portfolio in Q2 2022, its #39 holding.
  • B. Riley Wealth Management first reported a position in Walmart Inc in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's Walmart Inc position peaked at $7.49M in Q4 2021.
  • 2,619 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.