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Laidlaw Wealth Management’s Walmart Inc WMT Stock Holding History

Laidlaw 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
2024
Q2 		– Sell
-3,468
Closed -$209K – 192
2024
Q1 		$209K Sell
3,468
-7,581
-69% -$434K 0.12% 160
2023
Q4 		$581K Sell
11,049
-7,617
-41% -$403K 0.21% 113
2023
Q3 		$995K Sell
18,666
-15,675
-46% -$834K 0.33% 86
2023
Q2 		$1.8M Buy
34,341
+15,369
+81% +$775K 0.35% 73
2023
Q1 		$932K Sell
18,972
-549
-3% -$26.1K 0.19% 128
2022
Q4 		$923K Buy
19,521
+345
+2% +$16.4K 0.2% 129
2022
Q3 		$829K Sell
19,176
-2,100
-10% -$92K 0.19% 127
2022
Q2 		$862K Sell
21,276
-927
-4% -$42.7K 0.18% 138
2022
Q1 		$1.1M Sell
22,203
-9,372
-30% -$440K 0.18% 137
2021
Q4 		$1.52M Buy
+31,575
New +$1.51M 0.24% 111
2021
Q1 		– Sell
-39,351
Closed -$1.89M – 373
2020
Q4 		$1.89M Buy
39,351
+30,201
+330% +$1.47M 0.4% 65
2020
Q3 		$427K Sell
9,150
-108
-1% -$4.8K 0.19% 121
2020
Q2 		$370K Buy
9,258
+1,950
+27% +$80.2K 0.19% 112
2020
Q1 		$277K Sell
7,308
-177
-2% -$6.81K 0.18% 118
2019
Q4 		$297K Buy
+7,485
New +$297K 0.19% 129

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Laidlaw Wealth Management's WMT Position: Q2 2024 in Review

Laidlaw Wealth Management sold out of Walmart Inc (WMT) in Q2 2024, closing a stake of 3,468 shares — an estimated $209K sold.

Laidlaw Wealth Management first reported a position in WMT in Q4 2019 and held it in 15 quarters. The position peaked at $1.89M in Q4 2020. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

  • Laidlaw Wealth Management reported no remaining Walmart Inc position as of Q2 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,468 Walmart Inc shares in Q2 2024, an estimated $209K.
  • Laidlaw Wealth Management first reported a position in Walmart Inc in Q4 2019 and held it in 15 quarters.
  • Laidlaw Wealth Management's Walmart Inc position peaked at $1.89M in Q4 2020.
  • 3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.