EFS
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Econ Financial Services’s Walmart Inc WMT Stock Holding History

Econ Financial Services’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
2019
Q2 		$292K Sell
7,935
-3,621
-31% -$125K 0.4% 52
2019
Q1 		$376K Buy
11,556
+396
+4% +$12.8K 0.56% 34
2018
Q4 		$347K Buy
+11,160
New +$358K 0.53% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Econ Financial Services's WMT Position: Q2 2019 in Review

Econ Financial Services reduced its Walmart Inc (WMT) stake by 31% in Q2 2019, selling an estimated $125K and leaving 7,935 shares worth $292K. The position accounts for 0.4% of the portfolio, ranked #52.

Econ Financial Services first reported a position in WMT in Q4 2018 and has held it in 3 quarters since. The position peaked at $376K in Q1 2019. 1,932 funds tracked by Wall St. Rank hold WMT as of Q2 2019.

  • Econ Financial Services held 7,935 shares of Walmart Inc worth $292K as of Q2 2019.
  • Econ Financial Services sold 3,621 Walmart Inc shares in Q2 2019, an estimated $125K.
  • Walmart Inc made up 0.4% of Econ Financial Services's portfolio in Q2 2019, its #52 holding.
  • Econ Financial Services first reported a position in Walmart Inc in Q4 2018 and has held it in 3 quarters since.
  • Econ Financial Services's Walmart Inc position peaked at $376K in Q1 2019.
  • 1,932 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.