Mark J. Bradley’s Walmart Inc WMT Stock Holding History

Mark J. Bradley’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	$2.68M	Sell	51,153 -26,400	-34%	-$1.33M	2.66%	17
2023 Q1	$3.81M	Buy	77,553 +9,825	+15%	+$466K	2.76%	16
2022 Q4	$3.2M	Sell	67,728 -480	-0.7%	-$22.8K	2.85%	13
2022 Q3	$2.95M	Sell	68,208 -195	-0.3%	-$8.54K	2.73%	13
2022 Q2	$2.77M	Sell	68,403 -1,575	-2%	-$72.6K	2.51%	15
2022 Q1	$3.47M	Sell	69,978 -1,845	-3%	-$86.6K	2.47%	14
2021 Q4	$3.46M	Sell	71,823 -465	-0.6%	-$22.2K	2.26%	21
2021 Q3	$3.36M	Buy	72,288 +1,290	+2%	+$62.1K	2.3%	18
2021 Q2	$3.34M	Sell	70,998 -2,070	-3%	-$96.4K	2.23%	16
2021 Q1	$3.31M	Buy	73,068 +3,030	+4%	+$140K	2.24%	18
2020 Q4	$3.37M	Buy	+70,038	New	+$3.4M	2.32%	14

Other funds holding WMT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark J. Bradley's WMT Position: Q2 2023 in Review

Mark J. Bradley reduced its Walmart Inc (WMT) stake by 34% in Q2 2023, selling an estimated $1.33M and leaving 51,153 shares worth $2.68M. The position accounts for 2.66% of the portfolio, ranked #17.

Mark J. Bradley first reported a position in WMT in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.81M in Q1 2023. 2,876 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Mark J. Bradley held 51,153 shares of Walmart Inc worth $2.68M as of Q2 2023.
Mark J. Bradley sold 26,400 Walmart Inc shares in Q2 2023, an estimated $1.33M.
Walmart Inc made up 2.66% of Mark J. Bradley's portfolio in Q2 2023, its #17 holding.
Mark J. Bradley first reported a position in Walmart Inc in Q4 2020 and has held it in 11 quarters since.
Mark J. Bradley's Walmart Inc position peaked at $3.81M in Q1 2023.
2,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.