DCM Advisors’s Walmart Inc WMT Stock Holding History

DCM Advisors’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 Q1	–	Sell	-4,800	Closed	-$252K	–	114
2023 Q4	$252K	Buy	+4,800	New	+$254K	0.09%	103
2021 Q4	–	Sell	-6,498	Closed	-$302K	–	324
2021 Q3	$302K	Sell	6,498 -861	-12%	-$41.5K	0.12%	185
2021 Q2	$346K	Buy	7,359 +42	+0.6%	+$1.96K	0.2%	142
2021 Q1	$331K	Sell	7,317 -31,854	-81%	-$1.48M	0.19%	145
2020 Q4	$1.88M	Buy	+39,171	New	+$1.9M	1.1%	16

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

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

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

DCM Advisors's WMT Position: Q1 2024 in Review

DCM Advisors sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 4,800 shares — an estimated $252K sold.

DCM Advisors first reported a position in WMT in Q4 2020 and held it in 5 quarters. The position peaked at $1.88M in Q4 2020. 3,206 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

DCM Advisors reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
DCM Advisors sold 4,800 Walmart Inc shares in Q1 2024, an estimated $252K.
DCM Advisors first reported a position in Walmart Inc in Q4 2020 and held it in 5 quarters.
DCM Advisors's Walmart Inc position peaked at $1.88M in Q4 2020.
3,206 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.