Kaizen Financial Strategies’s Walmart Inc WMT Stock Holding History

Kaizen Financial Strategies’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 Q1	$25K	Buy	+549	New	+$25.4K	0.02%	135

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kaizen Financial Strategies's WMT Position: Q1 2021 in Review

Kaizen Financial Strategies opened a new position in Walmart Inc (WMT) in Q1 2021: 549 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings.

2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

Kaizen Financial Strategies held 549 shares of Walmart Inc worth $25K as of Q1 2021.
Walmart Inc was a new Kaizen Financial Strategies position in Q1 2021.
Walmart Inc made up 0.02% of Kaizen Financial Strategies's portfolio in Q1 2021, its #135 holding.
2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.