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Benson Investment Management Company’s Walmart Inc WMT Stock Holding History

Benson Investment Management Company’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 		– Sell
-105,387
Closed -$4.77M – 66
2021
Q1 		$4.77M Buy
105,387
+162
+0.2% +$7.5K 2.78% 11
2020
Q4 		$5.06M Sell
105,225
-210
-0.2% -$10.2K 3.09% 8
2020
Q3 		$4.92M Sell
105,435
-345
-0.3% -$15.3K 3.15% 5
2020
Q2 		$4.22M Sell
105,780
-645
-0.6% -$26.5K 2.91% 5
2020
Q1 		$4.03M Buy
106,425
+1,365
+1% +$52.5K 3.23% 6
2019
Q4 		$4.16M Buy
105,060
+300
+0.3% +$11.9K 2.68% 11
2019
Q3 		$4.14M Sell
104,760
-3,375
-3% -$127K 2.98% 7
2019
Q2 		$3.98M Sell
108,135
-1,950
-2% -$67.2K 3% 9
2019
Q1 		$3.58M Buy
110,085
+1,065
+1% +$34.5K 2.77% 10
2018
Q4 		$3.38M Sell
109,020
-4,395
-4% -$141K 2.87% 9
2018
Q3 		$3.55M Sell
113,415
-225
-0.2% -$6.88K 2.67% 8
2018
Q2 		$3.24M Buy
+113,640
New +$3.23M 2.55% 10
2017
Q2 		– Sell
-102,666
Closed -$2.45M – 98
2017
Q1 		$2.45M Buy
102,666
+4,380
+4% +$101K 2.41% 11
2016
Q4 		$2.27M Buy
+98,286
New +$2.29M 2.25% 16

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

Benson Investment Management Company's WMT Position: Q2 2021 in Review

Benson Investment Management Company sold out of Walmart Inc (WMT) in Q2 2021, closing a stake of 105,387 shares — an estimated $4.77M sold.

Benson Investment Management Company first reported a position in WMT in Q4 2016 and held it in 14 quarters. The position peaked at $5.06M in Q4 2020. 2,498 funds tracked by Wall St. Rank hold WMT as of Q2 2021.

  • Benson Investment Management Company reported no remaining Walmart Inc position as of Q2 2021 after selling out during the quarter.
  • Benson Investment Management Company sold 105,387 Walmart Inc shares in Q2 2021, an estimated $4.77M.
  • Benson Investment Management Company first reported a position in Walmart Inc in Q4 2016 and held it in 14 quarters.
  • Benson Investment Management Company's Walmart Inc position peaked at $5.06M in Q4 2020.
  • 2,498 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2021.

Based on Benson Investment Management Company's 13F filing for Q2 2021, filed 19 Jul 2021.