CFO4Life’s Walmart Inc WMT Stock Holding History

CFO4Life’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
2022 Q4	$2.96M	Buy	+62,523	New	+$2.97M	0.63%	32
2015 Q1	–	Sell	-8,481	Closed	-$243K	–	93
2014 Q4	$243K	Buy	+8,481	New	+$229K	0.2%	66

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

CFO4Life's WMT Position: Q4 2022 in Review

CFO4Life opened a new position in Walmart Inc (WMT) in Q4 2022: 62,523 shares worth $2.96M. The stake represents 0.63% of the portfolio and ranks #32 among its holdings. This is a return to the name: CFO4Life previously reported a position in WMT as recently as Q4 2014.

CFO4Life first reported a position in WMT in Q4 2014 and has held it in 2 quarters since. 2,807 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

CFO4Life held 62,523 shares of Walmart Inc worth $2.96M as of Q4 2022.
Walmart Inc was a new CFO4Life position in Q4 2022.
Walmart Inc made up 0.63% of CFO4Life's portfolio in Q4 2022, its #32 holding.
CFO4Life first reported a position in Walmart Inc in Q4 2014 and has held it in 2 quarters since.
2,807 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.