Blue Chip Wealth Management’s Walmart Inc WMT Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$287K	Buy	6,150 +6	+0.1%	+$267	0.23%	85
2020 Q2	$245K	Buy	6,144 +501	+9%	+$20.6K	0.23%	84
2020 Q1	$214K	Sell	5,643 -66	-1%	-$2.54K	0.27%	82
2019 Q4	$226K	Buy	5,709 +450	+9%	+$17.9K	0.21%	96
2019 Q3	$208K	Buy	+5,259	New	+$198K	0.22%	97

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Chip Wealth Management's WMT Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Walmart Inc (WMT) stake by 0.1% in Q3 2020, buying an estimated $267 and bringing the position to 6,150 shares worth $287K. The position accounts for 0.23% of the portfolio, ranked #85.

Blue Chip Wealth Management first reported a position in WMT in Q3 2019 and has held it in 5 quarters since. 2,291 funds tracked by Wall St. Rank hold WMT as of Q3 2020.

Blue Chip Wealth Management held 6,150 shares of Walmart Inc worth $287K as of Q3 2020.
Blue Chip Wealth Management bought 6 Walmart Inc shares in Q3 2020, an estimated $267.
Walmart Inc made up 0.23% of Blue Chip Wealth Management's portfolio in Q3 2020, its #85 holding.
Blue Chip Wealth Management first reported a position in Walmart Inc in Q3 2019 and has held it in 5 quarters since.
2,291 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.