Carlsbad Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Carlsbad Wealth 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 Q2	$226K	Buy	+4,305	New	+$217K	0.15%	40

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carlsbad Wealth Advisory Group's WMT Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Walmart Inc (WMT) in Q2 2023: 4,305 shares worth $226K. The stake represents 0.15% of the portfolio and ranks #40 among its holdings.

2,876 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Carlsbad Wealth Advisory Group held 4,305 shares of Walmart Inc worth $226K as of Q2 2023.
Walmart Inc was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Walmart Inc made up 0.15% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #40 holding.
2,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.