Leo Brokerage’s Walmart Inc WMT Stock Holding History

Leo Brokerage’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 Q2	$1.97M	Buy	37,662 +2,631	+8%	+$133K	0.23%	76
2023 Q1	$1.72M	Buy	+35,031	New	+$1.66M	0.26%	78
2022 Q2	$1.06M	Sell	26,205 -3,423	-12%	-$158K	0.29%	59
2022 Q1	$1.47M	Buy	+29,628	New	+$1.39M	0.23%	67
2021 Q3	$2.07M	Buy	44,538 +3,189	+8%	+$154K	0.38%	43
2021 Q2	$1.94M	Buy	41,349 +1,527	+4%	+$71.1K	0.39%	44
2021 Q1	$1.8M	Buy	39,822 +1,005	+3%	+$46.6K	0.51%	40
2020 Q4	$1.86M	Buy	38,817 +19,683	+103%	+$956K	0.6%	38
2020 Q3	$764K	Buy	+19,134	New	+$851K	0.32%	50

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Brokerage's WMT Position: Q2 2023 in Review

Leo Brokerage increased its Walmart Inc (WMT) stake by 7.5% in Q2 2023, buying an estimated $133K and bringing the position to 37,662 shares worth $1.97M. The position accounts for 0.23% of the portfolio, ranked #76.

Leo Brokerage first reported a position in WMT in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.07M in Q3 2021. 2,878 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Leo Brokerage held 37,662 shares of Walmart Inc worth $1.97M as of Q2 2023.
Leo Brokerage bought 2,631 Walmart Inc shares in Q2 2023, an estimated $133K.
Walmart Inc made up 0.23% of Leo Brokerage's portfolio in Q2 2023, its #76 holding.
Leo Brokerage first reported a position in Walmart Inc in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's Walmart Inc position peaked at $2.07M in Q3 2021.
2,878 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.