Kula Investments’s Walmart Inc WMT Stock Holding History

Kula Investments’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 Q1	$1.54M	Buy	+31,356	New	+$1.49M	0.38%	38

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kula Investments's WMT Position: Q1 2023 in Review

Kula Investments opened a new position in Walmart Inc (WMT) in Q1 2023: 31,356 shares worth $1.54M. The stake represents 0.38% of the portfolio and ranks #38 among its holdings.

2,850 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

Kula Investments held 31,356 shares of Walmart Inc worth $1.54M as of Q1 2023.
Walmart Inc was a new Kula Investments position in Q1 2023.
Walmart Inc made up 0.38% of Kula Investments's portfolio in Q1 2023, its #38 holding.
2,850 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.