Baron Financial Group’s Walmart Inc WMT Stock Holding History

Baron Financial Group’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 Q3	–	Sell	-2,295	Closed	-$93K	–	201
2022 Q2	$93K	Hold	2,295	–	–	0.06%	60
2022 Q1	$114K	Hold	2,295	–	–	0.07%	61
2021 Q4	$111K	Hold	2,295	–	–	0.06%	65
2021 Q3	$107K	Hold	2,295	–	–	0.06%	63
2021 Q2	$108K	Sell	2,295 -90	-4%	-$4.19K	0.07%	65
2021 Q1	$108K	Buy	2,385 +945	+66%	+$43.8K	0.07%	62
2020 Q4	$69.2K	Hold	1,440	–	–	0.06%	75
2020 Q3	$67.2K	Buy	+1,440	New	+$64K	0.06%	72

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baron Financial Group's WMT Position: Q3 2022 in Review

Baron Financial Group sold out of Walmart Inc (WMT) in Q3 2022, closing a stake of 2,295 shares — an estimated $93K sold.

Baron Financial Group first reported a position in WMT in Q3 2020 and held it in 8 quarters. The position peaked at $114K in Q1 2022. 2,600 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

Baron Financial Group reported no remaining Walmart Inc position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 2,295 Walmart Inc shares in Q3 2022, an estimated $93K.
Baron Financial Group first reported a position in Walmart Inc in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Walmart Inc position peaked at $114K in Q1 2022.
2,600 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.