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Benchmark Investment Advisors’s Walmart Inc WMT Stock Holding History

Benchmark 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
2023
Q2 		– Sell
-16,593
Closed -$816K – 95
2023
Q1 		$816K Buy
+16,593
New +$788K 0.84% 39
2022
Q2 		– Sell
-6,675
Closed -$331K – 105
2022
Q1 		$331K Sell
6,675
-1,149
-15% -$53.9K 0.25% 99
2021
Q4 		$377K Buy
+7,824
New +$374K 0.31% 78

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benchmark Investment Advisors's WMT Position: Q2 2023 in Review

Benchmark Investment Advisors sold out of Walmart Inc (WMT) in Q2 2023, closing a stake of 16,593 shares — an estimated $816K sold.

Benchmark Investment Advisors first reported a position in WMT in Q4 2021 and held it in 3 quarters. The position peaked at $816K in Q1 2023. 2,877 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

  • Benchmark Investment Advisors reported no remaining Walmart Inc position as of Q2 2023 after selling out during the quarter.
  • Benchmark Investment Advisors sold 16,593 Walmart Inc shares in Q2 2023, an estimated $816K.
  • Benchmark Investment Advisors first reported a position in Walmart Inc in Q4 2021 and held it in 3 quarters.
  • Benchmark Investment Advisors's Walmart Inc position peaked at $816K in Q1 2023.
  • 2,877 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Benchmark Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.