Milestone Wealth’s Walmart Inc WMT Stock Holding History

Milestone Wealth’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
2022 Q2	–	Sell	-381	Closed	-$18K	–	252
2022 Q1	$18K	Hold	381	–	–	0.01%	189
2021 Q4	$18K	Buy	+381	New	+$18.2K	0.01%	189

Other funds holding WMT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Milestone Wealth's WMT Position: Q2 2022 in Review

Milestone Wealth sold out of Walmart Inc (WMT) in Q2 2022, closing a stake of 381 shares — an estimated $18K sold.

Milestone Wealth first reported a position in WMT in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 2,620 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

Milestone Wealth reported no remaining Walmart Inc position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 381 Walmart Inc shares in Q2 2022, an estimated $18K.
Milestone Wealth first reported a position in Walmart Inc in Q4 2021 and held it in 2 quarters.
Milestone Wealth's Walmart Inc position peaked at $18K in Q1 2022.
2,620 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.