Hefty Wealth Partners’s Walmart Inc WMT Stock Holding History

Hefty Wealth Partners’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 Q1	$80K	Buy	2,706 +360	+15%	+$11.6K	0.05%	122
2017 Q4	$77K	Sell	2,346 -38,355	-94%	-$1.17M	0.05%	120
2017 Q3	$1.06M	Sell	40,701 -5,652	-12%	-$148K	0.7%	45
2017 Q2	$1.17M	Sell	46,353 -11,148	-19%	-$283K	0.8%	40
2017 Q1	$1.38M	Sell	57,501 -54,861	-49%	-$1.26M	1%	35
2016 Q4	$2.59M	Buy	112,362 +25,011	+29%	+$584K	2.17%	16
2016 Q3	$2.1M	Buy	87,351 +50,871	+139%	+$1.23M	1.59%	17
2016 Q2	$887K	Sell	36,480 -87,465	-71%	-$2.02M	0.73%	47
2016 Q1	$2.83M	Buy	123,945 +84,939	+218%	+$1.86M	2.65%	7
2015 Q4	$796K	Buy	+39,006	New	+$783K	0.76%	42

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Hefty Wealth Partners's WMT Position: Q1 2018 in Review

Hefty Wealth Partners increased its Walmart Inc (WMT) stake by 15% in Q1 2018, buying an estimated $11.6K and bringing the position to 2,706 shares worth $80K. The position accounts for 0.05% of the portfolio, ranked #122.

Hefty Wealth Partners first reported a position in WMT in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.83M in Q1 2016. 1,769 funds tracked by Wall St. Rank hold WMT as of Q1 2018.

Hefty Wealth Partners held 2,706 shares of Walmart Inc worth $80K as of Q1 2018.
Hefty Wealth Partners bought 360 Walmart Inc shares in Q1 2018, an estimated $11.6K.
Walmart Inc made up 0.05% of Hefty Wealth Partners's portfolio in Q1 2018, its #122 holding.
Hefty Wealth Partners first reported a position in Walmart Inc in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Walmart Inc position peaked at $2.83M in Q1 2016.
1,769 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.