DWM
WMT icon

Doyle Wealth Management’s Walmart Inc WMT Stock Holding History

Doyle Wealth Management’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
Q3 		$25.2M Buy
581,844
+1,791
+0.3% +$78.5K 2.16% 7
2022
Q2 		$23.5M Sell
580,053
-1,467
-0.3% -$67.7K 1.9% 9
2022
Q1 		$28.9M Buy
581,520
+14,823
+3% +$696K 2.08% 11
2021
Q4 		$27.3M Buy
566,697
+11,586
+2% +$553K 1.96% 11
2021
Q3 		$25.8M Buy
555,111
+5,106
+0.9% +$246K 2.05% 11
2021
Q2 		$25.9M Buy
550,005
+12,945
+2% +$603K 2.14% 9
2021
Q1 		$24.3M Buy
537,060
+561
+0.1% +$26K 2.33% 10
2020
Q4 		$25.8M Buy
536,499
+3,180
+0.6% +$154K 2.62% 8
2020
Q3 		$24.9M Sell
533,319
-81,552
-13% -$3.63M 2.89% 5
2020
Q2 		$24.6M Sell
614,871
-24,303
-4% -$1,000K 3.23% 4
2020
Q1 		$24.2M Sell
639,174
-1,086
-0.2% -$41.8K 3.85% 2
2019
Q4 		$25.4M Buy
640,260
+12,009
+2% +$477K 3.17% 2
2019
Q3 		$24.9M Buy
628,251
+9,837
+2% +$371K 3.43% 2
2019
Q2 		$22.8M Sell
618,414
-2,448
-0.4% -$84.4K 3.15% 3
2019
Q1 		$21.1M Buy
620,862
+4,020
+0.7% +$130K 3.07% 5
2018
Q4 		$19.2M Sell
616,842
-4,083
-0.7% -$131K 3.23% 6
2018
Q3 		$19.4M Buy
620,925
+5,361
+0.9% +$164K 3.02% 7
2018
Q2 		$17.6M Buy
615,564
+25,125
+4% +$714K 2.9% 7
2018
Q1 		$17.5M Buy
590,439
+27,546
+5% +$886K 2.95% 6
2017
Q4 		$18.5M Sell
562,893
-20,412
-3% -$625K 3.13% 5
2017
Q3 		$15.2M Buy
583,305
+49,170
+9% +$1.29M 2.66% 11
2017
Q2 		$13.5M Buy
534,135
+41,625
+8% +$1.06M 2.5% 11
2017
Q1 		$11.8M Buy
+492,510
New +$11.3M 2.41% 14

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Doyle Wealth Management's WMT Position: Q3 2022 in Review

Doyle Wealth Management increased its Walmart Inc (WMT) stake by 0.31% in Q3 2022, buying an estimated $78.5K and bringing the position to 581,844 shares worth $25.2M. The position accounts for 2.16% of the portfolio, ranked #7.

Doyle Wealth Management first reported a position in WMT in Q1 2017 and has held it in 23 quarters since. The position peaked at $28.9M in Q1 2022. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

  • Doyle Wealth Management held 581,844 shares of Walmart Inc worth $25.2M as of Q3 2022.
  • Doyle Wealth Management bought 1,791 Walmart Inc shares in Q3 2022, an estimated $78.5K.
  • Walmart Inc made up 2.16% of Doyle Wealth Management's portfolio in Q3 2022, its #7 holding.
  • Doyle Wealth Management first reported a position in Walmart Inc in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Walmart Inc position peaked at $28.9M in Q1 2022.
  • 2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.