IP
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Interval Partners’s Walmart Inc WMT Stock Holding History

Interval 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
2023
Q2 		– Sell
-750,000
Closed -$36.9M – 401
2023
Q1 		$36.9M Buy
+750,000
New +$35.6M 2.07% 14
2021
Q4 		– Sell
-796,500
Closed -$37M – 408
2021
Q3 		$37M Buy
796,500
+488,700
+159% +$23.5M 2.17% 12
2021
Q2 		$14.5M Buy
+307,800
New +$14.3M 0.88% 41
2016
Q4 		– Sell
-181,200
Closed -$4.36M – 227
2016
Q3 		$4.36M Buy
+181,200
New +$4.4M 0.36% 87
2015
Q3 		– Sell
-300,000
Closed -$7.09M – 200
2015
Q2 		$7.09M Buy
300,000
+180,000
+150% +$4.59M 0.92% 39
2015
Q1 		$3.29M Buy
+120,000
New +$3.4M 0.6% 63

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VCM
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State Street
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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return