BI
WMT icon

Blooom Inc’s Walmart Inc WMT Stock Holding History

Blooom Inc’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 		$726K Buy
16,518
+51
+0.3% +$2.23K 1.38% 18
2022
Q2 		$682K Buy
16,467
+135
+0.8% +$6.22K 1.17% 19
2022
Q1 		$786K Buy
16,332
+480
+3% +$22.5K 0.63% 18
2021
Q4 		$753K Sell
15,852
-648
-4% -$30.9K 0.57% 19
2021
Q3 		$779K Sell
16,500
-1,494
-8% -$72K 0.65% 19
2021
Q2 		$831K Buy
17,994
+156
+0.9% +$7.27K 0.62% 19
2021
Q1 		$809K Buy
+17,838
New +$826K 0.63% 21

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blooom Inc's WMT Position: Q3 2022 in Review

Blooom Inc increased its Walmart Inc (WMT) stake by 0.31% in Q3 2022, buying an estimated $2.23K and bringing the position to 16,518 shares worth $726K. The position accounts for 1.38% of the portfolio, ranked #18.

Blooom Inc first reported a position in WMT in Q1 2021 and has held it in 7 quarters since. The position peaked at $831K in Q2 2021. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

  • Blooom Inc held 16,518 shares of Walmart Inc worth $726K as of Q3 2022.
  • Blooom Inc bought 51 Walmart Inc shares in Q3 2022, an estimated $2.23K.
  • Walmart Inc made up 1.38% of Blooom Inc's portfolio in Q3 2022, its #18 holding.
  • Blooom Inc first reported a position in Walmart Inc in Q1 2021 and has held it in 7 quarters since.
  • Blooom Inc's Walmart Inc position peaked at $831K in Q2 2021.
  • 2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.