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Buckley Wealth Management’s Walmart Inc WMT Stock Holding History

Buckley 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
2023
Q2 		– Sell
-4,299
Closed -$211K – 132
2023
Q1 		$211K Sell
4,299
-300
-7% -$14.2K 0.08% 99
2022
Q4 		$217K Sell
4,599
-600
-12% -$28.5K 0.08% 101
2022
Q3 		$225K Sell
5,199
-300
-5% -$13.1K 0.08% 104
2022
Q2 		$223K Sell
5,499
-177
-3% -$8.16K 0.07% 132
2022
Q1 		$282K Sell
5,676
-822
-13% -$38.6K 0.08% 128
2021
Q4 		$313K Buy
6,498
+693
+12% +$33.1K 0.09% 109
2021
Q3 		$270K Buy
5,805
+60
+1% +$2.89K 0.09% 115
2021
Q2 		$270K Buy
5,745
+27
+0.5% +$1.26K 0.09% 110
2021
Q1 		$259K Buy
+5,718
New +$265K 0.1% 112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckley Wealth Management's WMT Position: Q2 2023 in Review

Buckley Wealth Management sold out of Walmart Inc (WMT) in Q2 2023, closing a stake of 4,299 shares — an estimated $211K sold.

Buckley Wealth Management first reported a position in WMT in Q1 2021 and held it in 9 quarters. The position peaked at $313K in Q4 2021. 2,876 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

  • Buckley Wealth Management reported no remaining Walmart Inc position as of Q2 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 4,299 Walmart Inc shares in Q2 2023, an estimated $211K.
  • Buckley Wealth Management first reported a position in Walmart Inc in Q1 2021 and held it in 9 quarters.
  • Buckley Wealth Management's Walmart Inc position peaked at $313K in Q4 2021.
  • 2,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Buckley Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.