Laurel Wealth Planning’s Walmart Inc WMT Stock Holding History

Laurel Wealth Planning’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	–	Sell	-2,346	Closed	-$111K	–	208
2022 Q4	$111K	Hold	2,346	–	–	0.07%	80
2022 Q3	$101K	Hold	2,346	–	–	0.07%	78
2022 Q2	$95K	Sell	2,346 -144	-6%	-$6.64K	0.07%	82
2022 Q1	$124K	Buy	2,490 +1,200	+93%	+$56.3K	0.08%	83
2021 Q4	$62K	Hold	1,290	–	–	0.05%	87
2021 Q3	$60K	Hold	1,290	–	–	0.05%	85
2021 Q2	$61K	Hold	1,290	–	–	0.05%	64
2021 Q1	$58K	Hold	1,290	–	–	0.05%	62
2020 Q4	$62K	Buy	+1,290	New	+$62.6K	0.06%	57

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

Laurel Wealth Planning's WMT Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Walmart Inc (WMT) in Q1 2023, closing a stake of 2,346 shares — an estimated $111K sold.

Laurel Wealth Planning first reported a position in WMT in Q4 2020 and held it in 9 quarters. The position peaked at $124K in Q1 2022. 2,850 funds tracked by Wall St. Rank hold WMT as of Q1 2023.

Laurel Wealth Planning reported no remaining Walmart Inc position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 2,346 Walmart Inc shares in Q1 2023, an estimated $111K.
Laurel Wealth Planning first reported a position in Walmart Inc in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Walmart Inc position peaked at $124K in Q1 2022.
2,850 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.