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Financial Architects (New Jersey)’s Walmart Inc WMT Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-1,200
Closed -$36K – 1525
2018
Q1 		$36K Buy
+1,200
New +$38.6K 0.01% 711

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Architects (New Jersey)'s WMT Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Walmart Inc (WMT) stake by 24% in Q2 2023, buying an estimated $217K and bringing the position to 22,446 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #126.

Financial Architects (New Jersey) first reported a position in WMT in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.75M in Q1 2017. 2,877 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

  • Financial Architects (New Jersey) held 22,446 shares of Walmart Inc worth $1.18M as of Q2 2023.
  • Financial Architects (New Jersey) bought 4,308 Walmart Inc shares in Q2 2023, an estimated $217K.
  • Walmart Inc made up 0.18% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #126 holding.
  • Financial Architects (New Jersey) first reported a position in Walmart Inc in Q2 2013 and has held it in 37 quarters since.
  • Financial Architects (New Jersey)'s Walmart Inc position peaked at $2.75M in Q1 2017.
  • 2,877 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.