Charles D. Hyman’s Walmart Inc WMT Stock Holding History

Charles D. Hyman’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
2024 Q2	$4.78M	Sell	70,612 -35	-0%	-$2.2K	0.27%	60
2024 Q1	$4.25M	Buy	70,647 +807	+1%	+$46.2K	0.24%	69
2023 Q4	$3.67M	Buy	69,840 +1,074	+2%	+$56.8K	0.22%	73
2023 Q3	$3.67M	Sell	68,766 -285	-0.4%	-$15.2K	0.24%	69
2023 Q2	$3.62M	Hold	69,051	–	–	0.23%	72
2023 Q1	$3.39M	Buy	69,051 +630	+0.9%	+$29.9K	0.23%	74
2022 Q4	$3.23M	Sell	68,421 -30	-0%	-$1.43K	0.22%	73
2022 Q3	$2.96M	Buy	68,451 +57	+0.1%	+$2.5K	0.23%	71
2022 Q2	$2.77M	Sell	68,394 -450	-0.7%	-$20.8K	0.2%	76
2022 Q1	$3.42M	Sell	68,844 -60	-0.1%	-$2.82K	0.22%	73
2021 Q4	$3.32M	Sell	68,904 -1,107	-2%	-$52.8K	0.21%	76
2021 Q3	$3.25M	Buy	70,011 +126	+0.2%	+$6.07K	0.23%	74
2021 Q2	$3.29M	Buy	69,885 +135	+0.2%	+$6.29K	0.23%	75
2021 Q1	$3.16M	Buy	69,750 +165	+0.2%	+$7.64K	0.23%	75
2020 Q4	$3.34M	Buy	69,585 +2,481	+4%	+$120K	0.27%	71
2020 Q3	$3.13M	Buy	67,104 +300	+0.4%	+$13.3K	0.28%	69
2020 Q2	$2.67M	Sell	66,804 -237	-0.4%	-$9.75K	0.26%	74
2020 Q1	$2.54M	Buy	67,041 +4,980	+8%	+$192K	0.32%	64
2019 Q4	$2.46M	Buy	62,061 +2,013	+3%	+$79.9K	0.24%	71
2019 Q3	$2.38M	Sell	60,048 -135	-0.2%	-$5.09K	0.25%	71
2019 Q2	$2.22M	Hold	60,183	–	–	0.23%	72
2019 Q1	$1.96M	Buy	60,183 +3,345	+6%	+$108K	0.2%	80
2018 Q4	$1.76M	Hold	56,838	–	–	0.21%	78
2018 Q3	$1.78M	Sell	56,838 -180	-0.3%	-$5.51K	0.18%	82
2018 Q2	$1.63M	Sell	57,018 -72	-0.1%	-$2.05K	0.18%	82
2018 Q1	$1.69M	Buy	57,090 +1,500	+3%	+$48.2K	0.2%	79
2017 Q4	$1.83M	Sell	55,590 -225	-0.4%	-$6.88K	0.21%	79
2017 Q3	$1.45M	Buy	55,815 +225	+0.4%	+$5.9K	0.18%	81
2017 Q2	$1.4M	Hold	55,590	–	–	0.18%	80
2017 Q1	$1.34M	Sell	55,590 -765	-1%	-$17.6K	0.18%	82
2016 Q4	$1.3M	Buy	56,355 +315	+0.6%	+$7.35K	0.18%	80
2016 Q3	$1.35M	Sell	56,040 -54	-0.1%	-$1.31K	0.2%	81
2016 Q2	$1.36M	Sell	56,094 -465	-0.8%	-$10.8K	0.2%	82
2016 Q1	$1.29M	Sell	56,559 -870	-2%	-$19.1K	0.2%	79
2015 Q4	$1.17M	Sell	57,429 -3,300	-5%	-$66.2K	0.19%	80
2015 Q3	$1.31M	Sell	60,729 -300	-0.5%	-$6.88K	0.23%	78
2015 Q2	$1.44M	Hold	61,029	–	–	0.23%	80
2015 Q1	$1.67M	Hold	61,029	–	–	0.27%	75
2014 Q4	$1.75M	Hold	61,029	–	–	0.28%	72
2014 Q3	$1.56M	Sell	61,029 -900	-1%	-$22.7K	0.26%	74
2014 Q2	$1.55M	Hold	61,929	–	–	0.26%	75
2014 Q1	$1.58M	Sell	61,929 -3,000	-5%	-$75.3K	0.29%	73
2013 Q4	$1.7M	Buy	64,929 +2,010	+3%	+$51.9K	0.31%	71
2013 Q3	$1.55M	Hold	62,919	–	–	0.31%	73
2013 Q2	$1.56M	Buy	+62,919	New	+$1.61M	0.32%	70

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Charles D. Hyman's WMT Position: Q2 2024 in Review

Charles D. Hyman reduced its Walmart Inc (WMT) stake by 0.05% in Q2 2024, selling an estimated $2.2K and leaving 70,612 shares worth $4.78M. The position accounts for 0.27% of the portfolio, ranked #60.

Charles D. Hyman first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

Charles D. Hyman held 70,612 shares of Walmart Inc worth $4.78M as of Q2 2024.
Charles D. Hyman sold 35 Walmart Inc shares in Q2 2024, an estimated $2.2K.
Walmart Inc made up 0.27% of Charles D. Hyman's portfolio in Q2 2024, its #60 holding.
Charles D. Hyman first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.