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Daniel L. Goodwin’s Walmart Inc WMT Stock Holding History

Daniel L. Goodwin’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
Q3 		$288K Hold
5,400
– – 0.14% 70
2023
Q2 		$283K Hold
5,400
– – 0.14% 62
2023
Q1 		$265K Sell
5,400
-120
-2% -$5.7K 0.13% 69
2022
Q4 		$261K Buy
+5,520
New +$262K 0.13% 72
2014
Q2 		– Sell
-2,100
Closed -$54K – 118
2014
Q1 		$54K Buy
+2,100
New +$52.7K 0.01% 111

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daniel L. Goodwin's WMT Position: Q3 2023 in Review

Daniel L. Goodwin held its Walmart Inc (WMT) position steady in Q3 2023 at 5,400 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #70.

Daniel L. Goodwin first reported a position in WMT in Q1 2014 and has held it in 5 quarters since. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

  • Daniel L. Goodwin held 5,400 shares of Walmart Inc worth $288K as of Q3 2023.
  • Daniel L. Goodwin left its Walmart Inc share count unchanged in Q3 2023.
  • Walmart Inc made up 0.14% of Daniel L. Goodwin's portfolio in Q3 2023, its #70 holding.
  • Daniel L. Goodwin first reported a position in Walmart Inc in Q1 2014 and has held it in 5 quarters since.
  • 2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.