KFA
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Kays Financial Advisory’s Walmart Inc WMT Stock Holding History

Kays Financial Advisory’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
2019
Q4 		– Sell
-9,351
Closed -$370K – 120
2019
Q3 		$370K Buy
9,351
+219
+2% +$8.27K 0.07% 87
2019
Q2 		$336K Buy
9,132
+6
+0.1% +$207 0.06% 87
2019
Q1 		$297K Buy
+9,126
New +$296K 0.06% 91
2018
Q1 		– Sell
-97,056
Closed -$3.19M – 98
2017
Q4 		$3.19M Buy
97,056
+2,217
+2% +$67.8K 0.93% 17
2017
Q3 		$2.47M Buy
94,839
+2,118
+2% +$55.6K 0.79% 26
2017
Q2 		$2.34M Buy
92,721
+2,265
+3% +$57.5K 0.79% 23
2017
Q1 		$2.17M Buy
90,456
+11,109
+14% +$256K 0.77% 28
2016
Q4 		$1.83M Buy
79,347
+10,758
+16% +$251K 0.71% 30
2016
Q3 		$1.65M Buy
68,589
+8,973
+15% +$218K 0.7% 30
2016
Q2 		$1.45M Buy
59,616
+9,339
+19% +$216K 0.65% 27
2016
Q1 		$1.15M Buy
50,277
+1,167
+2% +$25.6K 0.57% 27
2015
Q4 		$1M Buy
49,110
+7,689
+19% +$154K 0.52% 27
2015
Q3 		$895K Buy
41,421
+10,275
+33% +$236K 0.51% 25
2015
Q2 		$736K Buy
31,146
+3,171
+11% +$80.9K 0.43% 29
2015
Q1 		$767K Buy
27,975
+7,482
+37% +$212K 0.45% 25
2014
Q4 		$587K Buy
20,493
+5,055
+33% +$137K 0.4% 19
2014
Q3 		$393K Buy
+15,438
New +$390K 0.29% 22

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return