Heritage Wealth Management (Arizona)’s Walmart Inc WMT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$639K	Buy	13,524 +6,972	+106%	+$331K	0.09%	160
2022 Q3	$283K	Buy	6,552 +96	+1%	+$4.21K	0.09%	165
2022 Q2	$262K	Hold	6,456	–	–	0.09%	180
2022 Q1	$320K	Buy	+6,456	New	+$303K	0.09%	180
2021 Q3	$315K	Buy	6,783 +354	+6%	+$17.1K	0.11%	143
2021 Q2	$302K	Buy	+6,429	New	+$299K	0.11%	149

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Heritage Wealth Management (Arizona)'s WMT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Walmart Inc (WMT) stake by 106% in Q4 2022, buying an estimated $331K and bringing the position to 13,524 shares worth $639K. The position accounts for 0.09% of the portfolio, ranked #160.

Heritage Wealth Management (Arizona) first reported a position in WMT in Q2 2021 and has held it in 6 quarters since. 2,806 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Heritage Wealth Management (Arizona) held 13,524 shares of Walmart Inc worth $639K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 6,972 Walmart Inc shares in Q4 2022, an estimated $331K.
Walmart Inc made up 0.09% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #160 holding.
Heritage Wealth Management (Arizona) first reported a position in Walmart Inc in Q2 2021 and has held it in 6 quarters since.
2,806 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.