CWM
WMT icon

Catamount Wealth Management’s Walmart Inc WMT Stock Holding History

Catamount 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
2019
Q1 		– Sell
-582
Closed -$19K – 216
2018
Q4 		$19K Hold
582
– – 0.01% 105
2018
Q3 		$18K Hold
582
– – 0.01% 124
2018
Q2 		$17K Buy
582
+432
+288% +$12.3K 0.01% 123
2018
Q1 		$4K Hold
150
– – ﹤0.01% 165
2017
Q4 		$5K Buy
+150
New +$4.59K ﹤0.01% 164
2017
Q2 		– Sell
-9,600
Closed -$231K – 196
2017
Q1 		$231K Buy
9,600
+6,600
+220% +$152K 0.16% 35
2016
Q4 		$69K Hold
3,000
– – 0.06% 58
2016
Q3 		$72K Buy
+3,000
New +$72.8K 0.06% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catamount Wealth Management's WMT Position: Q1 2019 in Review

Catamount Wealth Management sold out of Walmart Inc (WMT) in Q1 2019, closing a stake of 582 shares — an estimated $19K sold.

Catamount Wealth Management first reported a position in WMT in Q3 2016 and held it in 8 quarters. The position peaked at $231K in Q1 2017. 1,921 funds tracked by Wall St. Rank hold WMT as of Q1 2019.

  • Catamount Wealth Management reported no remaining Walmart Inc position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 582 Walmart Inc shares in Q1 2019, an estimated $19K.
  • Catamount Wealth Management first reported a position in Walmart Inc in Q3 2016 and held it in 8 quarters.
  • Catamount Wealth Management's Walmart Inc position peaked at $231K in Q1 2017.
  • 1,921 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.