Briggs Advisory Group’s Walmart Inc WMT Stock Holding History

Briggs Advisory Group’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 Q3	$356K	Sell	6,684 -150	-2%	-$7.98K	0.2%	45
2023 Q2	$358K	Buy	6,834 +210	+3%	+$10.6K	0.2%	46
2023 Q1	$326K	Hold	6,624	–	–	0.19%	49
2022 Q4	$313K	Hold	6,624	–	–	0.2%	49
2022 Q3	$286K	Hold	6,624	–	–	0.21%	45
2022 Q2	$268K	Hold	6,624	–	–	0.2%	46
2022 Q1	$329K	Hold	6,624	–	–	0.22%	42
2021 Q4	$319K	Buy	+6,624	New	+$316K	0.22%	43

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Briggs Advisory Group's WMT Position: Q3 2023 in Review

Briggs Advisory Group reduced its Walmart Inc (WMT) stake by 2.2% in Q3 2023, selling an estimated $7.98K and leaving 6,684 shares worth $356K. The position accounts for 0.2% of the portfolio, ranked #45.

Briggs Advisory Group first reported a position in WMT in Q4 2021 and has held it in 8 quarters since. The position peaked at $358K in Q2 2023. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

Briggs Advisory Group held 6,684 shares of Walmart Inc worth $356K as of Q3 2023.
Briggs Advisory Group sold 150 Walmart Inc shares in Q3 2023, an estimated $7.98K.
Walmart Inc made up 0.2% of Briggs Advisory Group's portfolio in Q3 2023, its #45 holding.
Briggs Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Walmart Inc position peaked at $358K in Q2 2023.
2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.