Independence Advisors’s Walmart Inc WMT Stock Holding History

Independence Advisors’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
2020 Q3	$560K	Buy	11,997 +21	+0.2%	+$934	0.12%	49
2020 Q2	$478K	Buy	11,976 +90	+0.8%	+$3.7K	0.11%	50
2020 Q1	$450K	Hold	11,886	–	–	0.12%	47
2019 Q4	$471K	Hold	11,886	–	–	0.11%	52
2019 Q3	$470K	Sell	11,886 -423	-3%	-$16K	0.11%	55
2019 Q2	$453K	Buy	12,309 +423	+4%	+$14.6K	0.12%	55
2019 Q1	$386K	Buy	11,886 +1,056	+10%	+$34.2K	0.11%	58
2018 Q4	$336K	Sell	10,830 -933	-8%	-$29.9K	0.11%	58
2018 Q3	$368K	Buy	11,763 +933	+9%	+$28.5K	0.11%	55
2018 Q2	$309K	Hold	10,830	–	–	0.1%	57
2018 Q1	$321K	Hold	10,830	–	–	0.11%	57
2017 Q4	$356K	Hold	10,830	–	–	0.12%	53
2017 Q3	$282K	Hold	10,830	–	–	0.11%	56
2017 Q2	$273K	Hold	10,830	–	–	0.11%	60
2017 Q1	$260K	Sell	10,830 -384	-3%	-$8.84K	0.11%	60
2016 Q4	$258K	Sell	11,214 -1,110	-9%	-$25.9K	0.11%	57
2016 Q3	$296K	Buy	12,324 +684	+6%	+$16.6K	0.14%	50
2016 Q2	$283K	Buy	+11,640	New	+$269K	0.15%	37

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Independence Advisors's WMT Position: Q3 2020 in Review

Independence Advisors increased its Walmart Inc (WMT) stake by 0.18% in Q3 2020, buying an estimated $934 and bringing the position to 11,997 shares worth $560K. The position accounts for 0.12% of the portfolio, ranked #49.

Independence Advisors first reported a position in WMT in Q2 2016 and has held it in 18 quarters since. 2,291 funds tracked by Wall St. Rank hold WMT as of Q3 2020.

Independence Advisors held 11,997 shares of Walmart Inc worth $560K as of Q3 2020.
Independence Advisors bought 21 Walmart Inc shares in Q3 2020, an estimated $934.
Walmart Inc made up 0.12% of Independence Advisors's portfolio in Q3 2020, its #49 holding.
Independence Advisors first reported a position in Walmart Inc in Q2 2016 and has held it in 18 quarters since.
2,291 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.