JBJ Investment Partners’s Walmart Inc WMT Stock Holding History

JBJ Investment 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
2021 Q4	$387K	Hold	8,028	–	–	0.08%	45
2021 Q3	$373K	Sell	8,028 -624	-7%	-$30.1K	0.08%	47
2021 Q2	$407K	Sell	8,652 -3,885	-31%	-$181K	0.08%	46
2021 Q1	$568K	Buy	12,537 +237	+2%	+$11K	0.12%	40
2020 Q4	$591K	Buy	12,300 +5,112	+71%	+$248K	0.13%	39
2020 Q3	$335K	Buy	+7,188	New	+$320K	0.09%	40
2020 Q1	–	Sell	-6,933	Closed	-$275K	–	64
2019 Q4	$275K	Hold	6,933	–	–	0.08%	42
2019 Q3	$274K	Sell	6,933 -60	-0.9%	-$2.27K	0.09%	39
2019 Q2	$258K	Buy	6,993 +1,281	+22%	+$44.1K	0.09%	32
2019 Q1	$186K	Buy	+5,712	New	+$185K	0.07%	39

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

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

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

JBJ Investment Partners's WMT Position: Q4 2021 in Review

JBJ Investment Partners held its Walmart Inc (WMT) position steady in Q4 2021 at 8,028 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #45.

JBJ Investment Partners first reported a position in WMT in Q1 2019 and has held it in 10 quarters since. The position peaked at $591K in Q4 2020. 2,729 funds tracked by Wall St. Rank hold WMT as of Q4 2021.

JBJ Investment Partners held 8,028 shares of Walmart Inc worth $387K as of Q4 2021.
JBJ Investment Partners left its Walmart Inc share count unchanged in Q4 2021.
Walmart Inc made up 0.08% of JBJ Investment Partners's portfolio in Q4 2021, its #45 holding.
JBJ Investment Partners first reported a position in Walmart Inc in Q1 2019 and has held it in 10 quarters since.
JBJ Investment Partners's Walmart Inc position peaked at $591K in Q4 2020.
2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.