Lehman Financial Resources’s Walmart Inc WMT Stock Holding History

Lehman 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
2018 Q3	$244K	Buy	7,809 +600	+8%	+$18.4K	0.11%	83
2018 Q2	$205K	Hold	7,209	–	–	0.1%	80
2018 Q1	$213K	Buy	7,209 +300	+4%	+$9.65K	0.11%	74
2017 Q4	$227K	Buy	+6,909	New	+$211K	0.12%	71
2015 Q4	–	Sell	-2,187	Closed	-$47K	–	355
2015 Q3	$47K	Buy	2,187 +1,332	+156%	+$30.6K	0.02%	151
2015 Q2	$20K	Hold	855	–	–	0.01%	254
2015 Q1	$23K	Buy	855 +600	+235%	+$17K	0.01%	241
2014 Q4	$7K	Hold	255	–	–	﹤0.01%	325
2014 Q3	$7K	Hold	255	–	–	﹤0.01%	334
2014 Q2	$6K	Hold	255	–	–	﹤0.01%	332
2014 Q1	$6K	Hold	255	–	–	﹤0.01%	329
2013 Q4	$7K	Hold	255	–	–	﹤0.01%	305
2013 Q3	$6K	Hold	255	–	–	﹤0.01%	303
2013 Q2	$6K	Buy	+255	New	+$6.54K	﹤0.01%	278

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lehman Financial Resources's WMT Position: Q3 2018 in Review

Lehman Financial Resources increased its Walmart Inc (WMT) stake by 8.3% in Q3 2018, buying an estimated $18.4K and bringing the position to 7,809 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #83.

Lehman Financial Resources first reported a position in WMT in Q2 2013 and has held it in 14 quarters since. 1,803 funds tracked by Wall St. Rank hold WMT as of Q3 2018.

Lehman Financial Resources held 7,809 shares of Walmart Inc worth $244K as of Q3 2018.
Lehman Financial Resources bought 600 Walmart Inc shares in Q3 2018, an estimated $18.4K.
Walmart Inc made up 0.11% of Lehman Financial Resources's portfolio in Q3 2018, its #83 holding.
Lehman Financial Resources first reported a position in Walmart Inc in Q2 2013 and has held it in 14 quarters since.
1,803 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.