Karp Capital Management’s Walmart Inc WMT Stock Holding History

Karp Capital Management’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
2022 Q4	–	Sell	-54,240	Closed	-$2.35M	–	114
2022 Q3	$2.35M	Buy	+54,240	New	+$2.38M	0.48%	52
2022 Q1	–	Sell	-11,841	Closed	-$571K	–	167
2021 Q4	$571K	Sell	11,841 -93,198	-89%	-$4.45M	0.07%	102
2021 Q3	$4.88M	Buy	105,039 +6,549	+7%	+$316K	0.69%	59
2021 Q2	$4.63M	Buy	98,490 +16,602	+20%	+$773K	0.69%	56
2021 Q1	$3.71M	Buy	81,888 +15,084	+23%	+$699K	0.67%	59
2020 Q4	$3.21M	Buy	66,804 +9,444	+16%	+$459K	0.66%	56
2020 Q3	$2.67M	Buy	+57,360	New	+$2.55M	0.65%	54
2019 Q1	–	Sell	-10,410	Closed	-$323K	–	378
2018 Q4	$323K	Sell	10,410 -2,790	-21%	-$89.5K	0.15%	85
2018 Q3	$413K	Hold	13,200	–	–	0.14%	103
2018 Q2	$377K	Sell	13,200 -1,281	-9%	-$36.4K	0.15%	100
2018 Q1	$429K	Sell	14,481 -2,025	-12%	-$65.1K	0.17%	97
2017 Q4	$543K	Buy	16,506 +330	+2%	+$10.1K	0.23%	95
2017 Q3	$421K	Hold	16,176	–	–	0.2%	91
2017 Q2	$408K	Buy	+16,176	New	+$411K	0.2%	85

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Karp Capital Management's WMT Position: Q4 2022 in Review

Karp Capital Management sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 54,240 shares — an estimated $2.35M sold.

Karp Capital Management first reported a position in WMT in Q2 2017 and held it in 14 quarters. The position peaked at $4.88M in Q3 2021. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Karp Capital Management reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 54,240 Walmart Inc shares in Q4 2022, an estimated $2.35M.
Karp Capital Management first reported a position in Walmart Inc in Q2 2017 and held it in 14 quarters.
Karp Capital Management's Walmart Inc position peaked at $4.88M in Q3 2021.
2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.