Lake Point Wealth Management’s Walmart Inc WMT Stock Holding History

Lake Point 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	$68K	Hold	1,680	–	–	0.04%	55
2022 Q1	$83K	Buy	1,680 +150	+10%	+$7.04K	0.04%	47
2021 Q4	$74K	Hold	1,530	–	–	0.03%	57
2021 Q3	$71K	Hold	1,530	–	–	0.03%	51
2021 Q2	$72K	Buy	+1,530	New	+$71.3K	0.03%	49
2020 Q1	$58K	Sell	1,530 -45	-3%	-$1.73K	0.05%	40
2019 Q4	$62K	Buy	+1,575	New	+$62.5K	0.02%	106
2019 Q2	$117K	Hold	3,174	–	–	0.04%	64
2019 Q1	$117K	Sell	3,174 -6,174	-66%	-$200K	0.04%	64
2018 Q4	$290K	Buy	+9,348	New	+$300K	0.11%	108

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Lake Point Wealth Management's WMT Position: Q2 2022 in Review

Lake Point Wealth Management held its Walmart Inc (WMT) position steady in Q2 2022 at 1,680 shares worth $68K. The position accounts for 0.04% of the portfolio, ranked #55.

Lake Point Wealth Management first reported a position in WMT in Q4 2018 and has held it in 10 quarters since. The position peaked at $290K in Q4 2018. 2,619 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

Lake Point Wealth Management held 1,680 shares of Walmart Inc worth $68K as of Q2 2022.
Lake Point Wealth Management left its Walmart Inc share count unchanged in Q2 2022.
Walmart Inc made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #55 holding.
Lake Point Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Walmart Inc position peaked at $290K in Q4 2018.
2,619 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.