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Lighthouse Financial Advisors’s Walmart Inc WMT Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$2.24M Sell
49,551
-603
-1% -$27.9K 0.68% 51
2020
Q4 		$2.41M Buy
50,154
+705
+1% +$34.2K 0.82% 47
2020
Q3 		$2.31M Buy
49,449
+3,129
+7% +$139K 0.88% 37
2020
Q2 		$1.85M Buy
+46,320
New +$1.91M 0.78% 44
2020
Q1 		– Sell
-1,857
Closed -$73K – 278
2019
Q4 		$73K Buy
+1,857
New +$73.7K 0.03% 110

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lighthouse Financial Advisors's WMT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Walmart Inc (WMT) stake by 1.2% in Q1 2021, selling an estimated $27.9K and leaving 49,551 shares worth $2.24M. The position accounts for 0.68% of the portfolio, ranked #51.

Lighthouse Financial Advisors first reported a position in WMT in Q4 2019 and has held it in 5 quarters since. The position peaked at $2.41M in Q4 2020. 2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

  • Lighthouse Financial Advisors held 49,551 shares of Walmart Inc worth $2.24M as of Q1 2021.
  • Lighthouse Financial Advisors sold 603 Walmart Inc shares in Q1 2021, an estimated $27.9K.
  • Walmart Inc made up 0.68% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #51 holding.
  • Lighthouse Financial Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's Walmart Inc position peaked at $2.41M in Q4 2020.
  • 2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.