Legacy Wealth Planning’s Walmart Inc WMT Stock Holding History

Legacy 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
2022 Q3	$333K	Hold	7,698	–	–	0.55%	45
2022 Q2	$312K	Sell	7,698 -432	-5%	-$19.9K	0.45%	54
2022 Q1	$404K	Sell	8,130 -375	-4%	-$17.6K	0.48%	44
2021 Q4	$410K	Sell	8,505 -1,581	-16%	-$75.5K	0.47%	47
2021 Q3	$469K	Sell	10,086 -1,500	-13%	-$72.3K	0.53%	44
2021 Q2	$545K	Sell	11,586 -900	-7%	-$41.9K	0.62%	38
2021 Q1	$565K	Buy	12,486 +1,500	+14%	+$69.5K	0.72%	37
2020 Q4	$528K	Buy	10,986 +2,499	+29%	+$121K	0.68%	33
2020 Q3	$396K	Buy	8,487 +900	+12%	+$40K	0.45%	40
2020 Q2	$303K	Hold	7,587	–	–	0.36%	45
2020 Q1	$287K	Buy	7,587 +150	+2%	+$5.77K	0.46%	44
2019 Q4	$295K	Buy	+7,437	New	+$295K	0.33%	53

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Legacy Wealth Planning's WMT Position: Q3 2022 in Review

Legacy Wealth Planning held its Walmart Inc (WMT) position steady in Q3 2022 at 7,698 shares worth $333K. The position accounts for 0.55% of the portfolio, ranked #45.

Legacy Wealth Planning first reported a position in WMT in Q4 2019 and has held it in 12 quarters since. The position peaked at $565K in Q1 2021. 2,601 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

Legacy Wealth Planning held 7,698 shares of Walmart Inc worth $333K as of Q3 2022.
Legacy Wealth Planning left its Walmart Inc share count unchanged in Q3 2022.
Walmart Inc made up 0.55% of Legacy Wealth Planning's portfolio in Q3 2022, its #45 holding.
Legacy Wealth Planning first reported a position in Walmart Inc in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Walmart Inc position peaked at $565K in Q1 2021.
2,601 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.