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MD Financial Management’s Walmart Inc WMT Stock Holding History

MD Financial 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
2021
Q4 		$2.42M Buy
50,127
+7,050
+16% +$337K 0.06% 166
2021
Q3 		$2M Sell
43,077
-5,130
-11% -$247K 0.05% 186
2021
Q2 		$2.27M Buy
+48,207
New +$2.25M 0.07% 151

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MD Financial Management's WMT Position: Q4 2021 in Review

MD Financial Management increased its Walmart Inc (WMT) stake by 16% in Q4 2021, buying an estimated $337K and bringing the position to 50,127 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #166.

MD Financial Management first reported a position in WMT in Q2 2021 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold WMT as of Q4 2021.

  • MD Financial Management held 50,127 shares of Walmart Inc worth $2.42M as of Q4 2021.
  • MD Financial Management bought 7,050 Walmart Inc shares in Q4 2021, an estimated $337K.
  • Walmart Inc made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #166 holding.
  • MD Financial Management first reported a position in Walmart Inc in Q2 2021 and has held it in 3 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.