KB Financial Partners’s Walmart Inc WMT Stock Holding History

KB Financial 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
2023 Q3	$80K	Sell	1,500 -3	-0.2%	-$160	0.02%	214
2023 Q2	$79K	Sell	1,503 -6	-0.4%	-$303	0.02%	223
2023 Q1	$74K	Buy	1,509 +1,128	+296%	+$53.5K	0.02%	227
2022 Q4	$18K	Hold	381	–	–	0.01%	357
2022 Q3	$16K	Sell	381 -48	-11%	-$2.1K	0.01%	353
2022 Q2	$17K	Hold	429	–	–	0.01%	344
2022 Q1	$21K	Sell	429 -12	-3%	-$563	0.01%	351
2021 Q4	$21K	Buy	+441	New	+$21.1K	0.01%	365
2021 Q3	–	Sell	-429	Closed	-$20K	–	567
2021 Q2	$20K	Hold	429	–	–	0.01%	354
2021 Q1	$19K	Buy	+429	New	+$19.9K	0.01%	369

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KB Financial Partners's WMT Position: Q3 2023 in Review

KB Financial Partners reduced its Walmart Inc (WMT) stake by 0.2% in Q3 2023, selling an estimated $160 and leaving 1,500 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #214.

KB Financial Partners first reported a position in WMT in Q1 2021 and has held it in 10 quarters since. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

KB Financial Partners held 1,500 shares of Walmart Inc worth $80K as of Q3 2023.
KB Financial Partners sold 3 Walmart Inc shares in Q3 2023, an estimated $160.
Walmart Inc made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #214 holding.
KB Financial Partners first reported a position in Walmart Inc in Q1 2021 and has held it in 10 quarters since.
2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.