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Catalyst Wealth Management’s Walmart Inc WMT Stock Holding History

Catalyst 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
Q1 		$1.65M Buy
33,600
+1,257
+4% +$59.7K 1.55% 14
2022
Q4 		$1.53M Buy
+32,343
New +$1.54M 1.44% 22

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

Catalyst Wealth Management's WMT Position: Q1 2023 in Review

Catalyst Wealth Management increased its Walmart Inc (WMT) stake by 3.9% in Q1 2023, buying an estimated $59.7K and bringing the position to 33,600 shares worth $1.65M. The position accounts for 1.55% of the portfolio, ranked #14.

Catalyst Wealth Management first reported a position in WMT in Q4 2022 and has held it in 2 quarters since. 2,852 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

  • Catalyst Wealth Management held 33,600 shares of Walmart Inc worth $1.65M as of Q1 2023.
  • Catalyst Wealth Management bought 1,257 Walmart Inc shares in Q1 2023, an estimated $59.7K.
  • Walmart Inc made up 1.55% of Catalyst Wealth Management's portfolio in Q1 2023, its #14 holding.
  • Catalyst Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 2 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.