HVM
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Harvest Volatility Management’s Walmart Inc WMT Stock Holding History

Harvest Volatility 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
2023
Q3 		– Sell
-17,676
Closed -$926K – 126
2023
Q2 		$926K Buy
17,676
+381
+2% +$19.2K 0.19% 102
2023
Q1 		$840K Sell
17,295
-1,296
-7% -$61.5K 0.17% 110
2022
Q4 		$879K Sell
18,591
-3,879
-17% -$184K 0.18% 109
2022
Q3 		$991K Buy
22,470
+3,270
+17% +$143K 0.17% 106
2022
Q2 		$778K Buy
19,200
+1,545
+9% +$71.2K 0.13% 117
2022
Q1 		$876K Buy
17,655
+8,136
+85% +$382K 0.1% 120
2021
Q4 		$459 Buy
+9,519
New +$454K ﹤0.01% 132

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return