KerberRose Wealth Management’s Walmart Inc WMT Stock Holding History

KerberRose Wealth 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 Q2	$362K	Buy	+8,925	New	+$412K	0.29%	68

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KerberRose Wealth Management's WMT Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Walmart Inc (WMT) in Q2 2022: 8,925 shares worth $362K. The stake represents 0.29% of the portfolio and ranks #68 among its holdings.

2,620 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

KerberRose Wealth Management held 8,925 shares of Walmart Inc worth $362K as of Q2 2022.
Walmart Inc was a new KerberRose Wealth Management position in Q2 2022.
Walmart Inc made up 0.29% of KerberRose Wealth Management's portfolio in Q2 2022, its #68 holding.
2,620 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.