Lehman & Derafelo Financial Resources’s Walmart Inc WMT Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$578K	Hold	12,234	–	–	0.17%	58
2022 Q3	$529K	Buy	12,234 +900	+8%	+$39.4K	0.17%	59
2022 Q2	$459K	Hold	11,334	–	–	0.14%	61
2022 Q1	$565K	Hold	11,334	–	–	0.16%	59
2021 Q4	$547K	Buy	11,334 +1,443	+15%	+$68.9K	0.17%	58
2021 Q3	$460K	Sell	9,891 -360	-4%	-$17.3K	0.15%	64
2021 Q2	$482K	Buy	10,251 +54	+0.5%	+$2.52K	0.13%	67
2021 Q1	$462K	Sell	10,197 -540	-5%	-$25K	0.13%	69
2020 Q4	$516K	Hold	10,737	–	–	0.15%	63
2020 Q3	$501K	Sell	10,737 -300	-3%	-$13.3K	0.16%	78
2020 Q2	$441K	Buy	11,037 +1,269	+13%	+$52.2K	0.15%	76
2020 Q1	$370K	Sell	9,768 -1,530	-14%	-$58.9K	0.15%	60
2019 Q4	$448K	Sell	11,298 -489	-4%	-$19.4K	0.16%	63
2019 Q3	$466K	Buy	11,787 +3,273	+38%	+$124K	0.18%	59
2019 Q2	$318K	Hold	8,514	–	–	0.13%	73
2019 Q1	$277K	Hold	8,514	–	–	0.12%	76
2018 Q4	$264K	Buy	+8,514	New	+$273K	0.13%	69

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Lehman & Derafelo Financial Resources's WMT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Walmart Inc (WMT) position steady in Q4 2022 at 12,234 shares worth $578K. The position accounts for 0.17% of the portfolio, ranked #58.

Lehman & Derafelo Financial Resources first reported a position in WMT in Q4 2018 and has held it in 17 quarters since. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Lehman & Derafelo Financial Resources held 12,234 shares of Walmart Inc worth $578K as of Q4 2022.
Lehman & Derafelo Financial Resources left its Walmart Inc share count unchanged in Q4 2022.
Walmart Inc made up 0.17% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #58 holding.
Lehman & Derafelo Financial Resources first reported a position in Walmart Inc in Q4 2018 and has held it in 17 quarters since.
2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.