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Edge Advisors’s Walmart Inc WMT Stock Holding History

Edge 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
2018
Q2 		$343K Buy
12,027
+3,012
+33% +$85.6K 0.03% 255
2018
Q1 		$267K Sell
9,015
-1,203
-12% -$38.7K 0.03% 283
2017
Q4 		$334K Sell
10,218
-5,826
-36% -$178K 0.03% 250
2017
Q3 		$416K Sell
16,044
-2,304
-13% -$60.4K 0.05% 232
2017
Q2 		$461K Sell
18,348
-357
-2% -$9.06K 0.05% 225
2017
Q1 		$447K Sell
18,705
-681
-4% -$15.7K 0.05% 235
2016
Q4 		$445K Buy
+19,386
New +$452K 0.06% 226

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Advisors's WMT Position: Q2 2018 in Review

Edge Advisors increased its Walmart Inc (WMT) stake by 33% in Q2 2018, buying an estimated $85.6K and bringing the position to 12,027 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #255.

Edge Advisors first reported a position in WMT in Q4 2016 and has held it in 7 quarters since. The position peaked at $461K in Q2 2017. 1,776 funds tracked by Wall St. Rank hold WMT as of Q2 2018.

  • Edge Advisors held 12,027 shares of Walmart Inc worth $343K as of Q2 2018.
  • Edge Advisors bought 3,012 Walmart Inc shares in Q2 2018, an estimated $85.6K.
  • Walmart Inc made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #255 holding.
  • Edge Advisors first reported a position in Walmart Inc in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Walmart Inc position peaked at $461K in Q2 2017.
  • 1,776 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.