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Beecher Investors’s Walmart Inc WMT Stock Holding History

Beecher Investors’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 		$3.09M Hold
71,475
– – 5.08% 6
2022
Q2 		$2.9M Hold
71,475
– – 4.19% 7
2022
Q1 		$3.55M Sell
71,475
-2,250
-3% -$106K 4.11% 8
2021
Q4 		$3.56M Buy
+73,725
New +$3.52M 4.31% 8

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Beecher Investors's WMT Position: Q3 2022 in Review

Beecher Investors held its Walmart Inc (WMT) position steady in Q3 2022 at 71,475 shares worth $3.09M. The position accounts for 5.08% of the portfolio, ranked #6.

Beecher Investors first reported a position in WMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.56M in Q4 2021. 2,600 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

  • Beecher Investors held 71,475 shares of Walmart Inc worth $3.09M as of Q3 2022.
  • Beecher Investors left its Walmart Inc share count unchanged in Q3 2022.
  • Walmart Inc made up 5.08% of Beecher Investors's portfolio in Q3 2022, its #6 holding.
  • Beecher Investors first reported a position in Walmart Inc in Q4 2021 and has held it in 4 quarters since.
  • Beecher Investors's Walmart Inc position peaked at $3.56M in Q4 2021.
  • 2,600 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Beecher Investors's 13F filing for Q3 2022, filed 10 Nov 2022.