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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return