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Kingsbury Capital Investment Advisors’s Walmart Inc WMT Stock Holding History

Kingsbury Capital Investment Advisors’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
Q3 		$438K Sell
10,119
-222
-2% -$9.72K 0.67% 33
2022
Q2 		$419K Buy
10,341
+450
+5% +$20.8K 0.58% 41
2022
Q1 		$491K Buy
+9,891
New +$464K 0.54% 40

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsbury Capital Investment Advisors's WMT Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its Walmart Inc (WMT) stake by 2.1% in Q3 2022, selling an estimated $9.72K and leaving 10,119 shares worth $438K. The position accounts for 0.67% of the portfolio, ranked #33.

Kingsbury Capital Investment Advisors first reported a position in WMT in Q1 2022 and has held it in 3 quarters since. The position peaked at $491K in Q1 2022. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 10,119 shares of Walmart Inc worth $438K as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 222 Walmart Inc shares in Q3 2022, an estimated $9.72K.
  • Walmart Inc made up 0.67% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #33 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's Walmart Inc position peaked at $491K in Q1 2022.
  • 2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.