Elm Advisors’s Walmart Inc WMT Stock Holding History

Elm 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
2021 Q1	–	Sell	-3,345	Closed	-$161K	–	258
2020 Q4	$161K	Buy	+3,345	New	+$162K	0.1%	90
2018 Q4	–	Sell	-4,845	Closed	-$152K	–	272
2018 Q3	$152K	Buy	+4,845	New	+$148K	0.1%	95
2015 Q1	–	Sell	-7,050	Closed	-$202K	–	77
2014 Q4	$202K	Buy	+7,050	New	+$190K	0.18%	72
2014 Q1	–	Sell	-8,250	Closed	-$216K	–	74
2013 Q4	$216K	Buy	+8,250	New	+$213K	0.21%	67

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Elm Advisors's WMT Position: Q1 2021 in Review

Elm Advisors sold out of Walmart Inc (WMT) in Q1 2021, closing a stake of 3,345 shares — an estimated $161K sold.

Elm Advisors first reported a position in WMT in Q4 2013 and held it in 4 quarters. The position peaked at $216K in Q4 2013. 2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

Elm Advisors reported no remaining Walmart Inc position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 3,345 Walmart Inc shares in Q1 2021, an estimated $161K.
Elm Advisors first reported a position in Walmart Inc in Q4 2013 and held it in 4 quarters.
Elm Advisors's Walmart Inc position peaked at $216K in Q4 2013.
2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.