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Lyons Wealth Management’s Walmart Inc WMT Stock Holding History

Lyons Wealth Management’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
2017
Q4 		– Sell
-43,200
Closed -$821K – 65
2017
Q3 		$821K Buy
43,200
+5,550
+15% +$146K 1.23% 18
2017
Q2 		$951K Buy
37,650
+1,113
+3% +$28.3K 1.33% 15
2017
Q1 		$877K Buy
36,537
+4,683
+15% +$108K 0.92% 24
2016
Q4 		$735K Buy
31,854
+19,809
+164% +$462K 1% 31
2016
Q3 		$10K Buy
12,045
+11,085
+1,155% +$269K 0.01% 52
2016
Q2 		$23K Buy
+960
New +$22.2K 0.03% 47
2016
Q1 		– Sell
-45
Closed -$1K – 82
2015
Q4 		$1K Buy
+45
New +$903 ﹤0.01% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lyons Wealth Management's WMT Position: Q4 2017 in Review

Lyons Wealth Management sold out of Walmart Inc (WMT) in Q4 2017, closing a stake of 43,200 shares — an estimated $821K sold.

Lyons Wealth Management first reported a position in WMT in Q4 2015 and held it in 7 quarters. The position peaked at $951K in Q2 2017. 1,779 funds tracked by Wall St. Rank hold WMT as of Q4 2017.

  • Lyons Wealth Management reported no remaining Walmart Inc position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 43,200 Walmart Inc shares in Q4 2017, an estimated $821K.
  • Lyons Wealth Management first reported a position in Walmart Inc in Q4 2015 and held it in 7 quarters.
  • Lyons Wealth Management's Walmart Inc position peaked at $951K in Q2 2017.
  • 1,779 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.