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Evelyn V. Moreno’s Walmart Inc WMT Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$2.08M Sell
39,600
-64,356
-62% -$3.41M 0.98% 35
2023
Q3 		$5.54M Sell
103,956
-564
-0.5% -$30K 1.21% 33
2023
Q2 		$5.48M Buy
104,520
+1,926
+2% +$97.2K 1.17% 35
2023
Q1 		$5.04M Buy
102,594
+687
+0.7% +$32.6K 1.14% 37
2022
Q4 		$4.82M Buy
101,907
+46,608
+84% +$2.21M 1.11% 36
2022
Q3 		$2.39M Buy
55,299
+44,949
+434% +$1.97M 1.08% 33
2022
Q2 		$419K Buy
+10,350
New +$477K 0.1% 97
2016
Q1 		– Sell
-11,685
Closed -$239K – 71
2015
Q4 		$239K Sell
11,685
-3,000
-20% -$60.2K 0.1% 67
2015
Q3 		$318K Sell
14,685
-60
-0.4% -$1.38K 0.14% 62
2015
Q2 		$348K Sell
14,745
-8,925
-38% -$228K 0.14% 62
2015
Q1 		$649K Sell
23,670
-105
-0.4% -$2.98K 0.25% 59
2014
Q4 		$680K Sell
23,775
-8,850
-27% -$239K 0.25% 59
2014
Q3 		$831K Sell
32,625
-1,905
-6% -$48.1K 0.32% 60
2014
Q2 		$864K Buy
34,530
+2,505
+8% +$64.4K 0.32% 60
2014
Q1 		$816K Buy
32,025
+2,175
+7% +$54.6K 0.32% 59
2013
Q4 		$783K Buy
+29,850
New +$771K 0.32% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evelyn V. Moreno's WMT Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Walmart Inc (WMT) stake by 62% in Q4 2023, selling an estimated $3.41M and leaving 39,600 shares worth $2.08M. The position accounts for 0.98% of the portfolio, ranked #35.

Evelyn V. Moreno first reported a position in WMT in Q4 2013 and has held it in 16 quarters since. The position peaked at $5.54M in Q3 2023. 3,082 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

  • Evelyn V. Moreno held 39,600 shares of Walmart Inc worth $2.08M as of Q4 2023.
  • Evelyn V. Moreno sold 64,356 Walmart Inc shares in Q4 2023, an estimated $3.41M.
  • Walmart Inc made up 0.98% of Evelyn V. Moreno's portfolio in Q4 2023, its #35 holding.
  • Evelyn V. Moreno first reported a position in Walmart Inc in Q4 2013 and has held it in 16 quarters since.
  • Evelyn V. Moreno's Walmart Inc position peaked at $5.54M in Q3 2023.
  • 3,082 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.