J.P. Marvel Investment Advisors’s Walmart Inc WMT Stock Holding History

J.P. Marvel Investment 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
2015 Q2	$382K	Hold	16,140	–	–	0.13%	73
2015 Q1	$443K	Hold	16,140	–	–	0.15%	73
2014 Q4	$462K	Hold	16,140	–	–	0.16%	73
2014 Q3	$411K	Hold	16,140	–	–	0.15%	75
2014 Q2	$404K	Hold	16,140	–	–	0.14%	74
2014 Q1	$411K	Hold	16,140	–	–	0.14%	72
2013 Q4	$423K	Hold	16,140	–	–	0.15%	71
2013 Q3	$398K	Hold	16,140	–	–	0.15%	73
2013 Q2	$401K	Buy	+16,140	New	+$414K	0.17%	68

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

J.P. Marvel Investment Advisors's WMT Position: Q2 2015 in Review

J.P. Marvel Investment Advisors held its Walmart Inc (WMT) position steady in Q2 2015 at 16,140 shares worth $382K. The position accounts for 0.13% of the portfolio, ranked #73.

J.P. Marvel Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 9 quarters since. The position peaked at $462K in Q4 2014. 1,469 funds tracked by Wall St. Rank hold WMT as of Q2 2015.

J.P. Marvel Investment Advisors held 16,140 shares of Walmart Inc worth $382K as of Q2 2015.
J.P. Marvel Investment Advisors left its Walmart Inc share count unchanged in Q2 2015.
Walmart Inc made up 0.13% of J.P. Marvel Investment Advisors's portfolio in Q2 2015, its #73 holding.
J.P. Marvel Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 9 quarters since.
J.P. Marvel Investment Advisors's Walmart Inc position peaked at $462K in Q4 2014.
1,469 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2015.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.