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Madison Wealth Management’s Walmart Inc WMT Stock Holding History

Madison 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
2023
Q3 		$5.05M Buy
94,653
+58,524
+162% +$3.11M 1.06% 30
2023
Q2 		$1.89M Buy
36,129
+1,266
+4% +$63.9K 0.38% 75
2023
Q1 		$1.71M Buy
34,863
+699
+2% +$33.2K 0.37% 79
2022
Q4 		$1.61M Buy
34,164
+702
+2% +$33.3K 0.37% 78
2022
Q3 		$1.45M Buy
33,462
+729
+2% +$31.9K 0.36% 76
2022
Q2 		$1.33M Sell
32,733
-1,221
-4% -$56.3K 0.32% 75
2022
Q1 		$1.69M Buy
33,954
+822
+2% +$38.6K 0.35% 72
2021
Q4 		$1.6M Buy
33,132
+2,835
+9% +$135K 0.32% 71
2021
Q3 		$1.41M Buy
30,297
+921
+3% +$44.4K 0.31% 70
2021
Q2 		$1.38M Buy
29,376
+1,593
+6% +$74.2K 0.3% 72
2021
Q1 		$1.26M Buy
27,783
+3,522
+15% +$163K 0.31% 73
2020
Q4 		$1.17M Buy
24,261
+777
+3% +$37.7K 0.31% 69
2020
Q3 		$1.09M Buy
23,484
+900
+4% +$40K 0.33% 63
2020
Q2 		$902K Buy
22,584
+375
+2% +$15.4K 0.3% 70
2020
Q1 		$841K Sell
22,209
-1,050
-5% -$40.4K 0.34% 63
2019
Q4 		$921K Buy
+23,259
New +$924K 0.26% 75

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Madison Wealth Management's WMT Position: Q3 2023 in Review

Madison Wealth Management increased its Walmart Inc (WMT) stake by 162% in Q3 2023, buying an estimated $3.11M and bringing the position to 94,653 shares worth $5.05M. The position accounts for 1.06% of the portfolio, ranked #30.

Madison Wealth Management first reported a position in WMT in Q4 2019 and has held it in 16 quarters since. 2,922 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

  • Madison Wealth Management held 94,653 shares of Walmart Inc worth $5.05M as of Q3 2023.
  • Madison Wealth Management bought 58,524 Walmart Inc shares in Q3 2023, an estimated $3.11M.
  • Walmart Inc made up 1.06% of Madison Wealth Management's portfolio in Q3 2023, its #30 holding.
  • Madison Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 16 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.