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Berman Capital Advisors’s Walmart Inc WMT Stock Holding History

Berman Capital 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
Q3 		$869K Buy
18,714
+5,217
+39% +$251K 0.14% 82
2021
Q2 		$634K Buy
13,497
+2,598
+24% +$121K 0.1% 100
2021
Q1 		$492K Buy
10,899
+1,587
+17% +$73.5K 0.1% 98
2020
Q4 		$447K Buy
9,312
+972
+12% +$47.2K 0.11% 96
2020
Q3 		$388K Buy
8,340
+6
+0.1% +$267 0.11% 84
2020
Q2 		$332K Buy
8,334
+243
+3% +$9.99K 0.09% 91
2020
Q1 		$306K Buy
8,091
+693
+9% +$26.7K 0.1% 85
2019
Q4 		$293K Sell
7,398
-21
-0.3% -$834 0.08% 108
2019
Q3 		$293K Sell
7,419
-498
-6% -$18.8K 0.09% 107
2019
Q2 		$291K Buy
7,917
+1,317
+20% +$45.4K 0.09% 108
2019
Q1 		$214K Sell
6,600
-150
-2% -$4.86K 0.07% 121
2018
Q4 		$209K Buy
6,750
+1,686
+33% +$54.1K 0.08% 103
2018
Q3 		$158K Buy
+5,064
New +$155K 0.07% 103

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Berman Capital Advisors's WMT Position: Q3 2021 in Review

Berman Capital Advisors increased its Walmart Inc (WMT) stake by 39% in Q3 2021, buying an estimated $251K and bringing the position to 18,714 shares worth $869K. The position accounts for 0.14% of the portfolio, ranked #82.

Berman Capital Advisors first reported a position in WMT in Q3 2018 and has held it in 13 quarters since. 2,483 funds tracked by Wall St. Rank hold WMT as of Q3 2021.

  • Berman Capital Advisors held 18,714 shares of Walmart Inc worth $869K as of Q3 2021.
  • Berman Capital Advisors bought 5,217 Walmart Inc shares in Q3 2021, an estimated $251K.
  • Walmart Inc made up 0.14% of Berman Capital Advisors's portfolio in Q3 2021, its #82 holding.
  • Berman Capital Advisors first reported a position in Walmart Inc in Q3 2018 and has held it in 13 quarters since.
  • 2,483 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.