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Bel Air Investment Advisors’s Walmart Inc WMT Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$890K Sell
18,936
-12,636
-40% -$589K 0.03% 189
2021
Q1 		$1.43M Buy
+31,572
New +$1.46M 0.05% 159

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bel Air Investment Advisors's WMT Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Walmart Inc (WMT) stake by 40% in Q2 2021, selling an estimated $589K and leaving 18,936 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #189.

Bel Air Investment Advisors first reported a position in WMT in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.43M in Q1 2021. 2,497 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

  • Bel Air Investment Advisors held 18,936 shares of Walmart Inc worth $890K as of Q2 2021.
  • Bel Air Investment Advisors sold 12,636 Walmart Inc shares in Q2 2021, an estimated $589K.
  • Walmart Inc made up 0.03% of Bel Air Investment Advisors's portfolio in Q2 2021, its #189 holding.
  • Bel Air Investment Advisors first reported a position in Walmart Inc in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Walmart Inc position peaked at $1.43M in Q1 2021.
  • 2,497 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.