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Frontier Investment Management’s Walmart Inc WMT Stock Holding History

Frontier Investment Management’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
2015
Q1 		– Sell
-34,500
Closed -$988K – 195
2014
Q4 		$988K Buy
+34,500
New +$932K 0.17% 84

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frontier Investment Management's WMT Position: Q2 2020 in Review

Frontier Investment Management increased its Walmart Inc (WMT) stake by 6.2% in Q2 2020, buying an estimated $1.77M and bringing the position to 732,630 shares worth $29.3M. The position accounts for 1.81% of the portfolio, ranked #17.

Frontier Investment Management first reported a position in WMT in Q2 2013 and has held it in 26 quarters since. The position peaked at $150M in Q3 2016. 2,180 funds tracked by Wall St. Rank hold WMT as of Q2 2020.

  • Frontier Investment Management held 732,630 shares of Walmart Inc worth $29.3M as of Q2 2020.
  • Frontier Investment Management bought 42,993 Walmart Inc shares in Q2 2020, an estimated $1.77M.
  • Walmart Inc made up 1.81% of Frontier Investment Management's portfolio in Q2 2020, its #17 holding.
  • Frontier Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 26 quarters since.
  • Frontier Investment Management's Walmart Inc position peaked at $150M in Q3 2016.
  • 2,180 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.