DB Wealth Management Group’s Walmart Inc WMT Stock Holding History

DB Wealth Management Group’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 Q4	$7.41K	Hold	141	–	–	﹤0.01%	297
2023 Q3	$7.52K	Hold	141	–	–	﹤0.01%	294
2023 Q2	$7.39K	Hold	141	–	–	﹤0.01%	296
2023 Q1	$6.93K	Hold	141	–	–	﹤0.01%	294
2022 Q4	$6.66K	Buy	+141	New	+$6.7K	﹤0.01%	292
2022 Q1	–	Sell	-141	Closed	-$7K	–	392
2021 Q4	$7K	Hold	141	–	–	﹤0.01%	296
2021 Q3	$7K	Hold	141	–	–	﹤0.01%	289
2021 Q2	$7K	Hold	141	–	–	﹤0.01%	287
2021 Q1	$6K	Hold	141	–	–	﹤0.01%	306
2020 Q4	$7K	Buy	+141	New	+$6.85K	0.01%	297

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DB Wealth Management Group's WMT Position: Q4 2023 in Review

DB Wealth Management Group held its Walmart Inc (WMT) position steady in Q4 2023 at 141 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

DB Wealth Management Group first reported a position in WMT in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.52K in Q3 2023. 3,082 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

DB Wealth Management Group held 141 shares of Walmart Inc worth $7.41K as of Q4 2023.
DB Wealth Management Group left its Walmart Inc share count unchanged in Q4 2023.
Walmart Inc made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #297 holding.
DB Wealth Management Group first reported a position in Walmart Inc in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Walmart Inc position peaked at $7.52K in Q3 2023.
3,082 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.