Minot Wealth Management’s Walmart Inc WMT Stock Holding History

Minot 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
2022 Q2	$357K	Buy	8,811 +2,043	+30%	+$94.2K	0.09%	132
2022 Q1	$336K	Buy	6,768 +78	+1%	+$3.66K	0.07%	152
2021 Q4	$323K	Sell	6,690 -192	-3%	-$9.17K	0.06%	158
2021 Q3	$320K	Sell	6,882 -9	-0.1%	-$434	0.07%	155
2021 Q2	$323K	Sell	6,891 -8,508	-55%	-$396K	0.07%	151
2021 Q1	$697K	Buy	15,399 +10,029	+187%	+$465K	0.18%	104
2020 Q4	$258K	Hold	5,370	–	–	0.08%	133
2020 Q3	$250K	Hold	5,370	–	–	0.09%	121
2020 Q2	$214K	Buy	5,370 +57	+1%	+$2.35K	0.11%	105
2020 Q1	$201K	Buy	5,313 +42	+0.8%	+$1.62K	0.14%	100
2019 Q4	$204K	Buy	+5,271	New	+$209K	0.09%	132

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Minot Wealth Management's WMT Position: Q2 2022 in Review

Minot Wealth Management increased its Walmart Inc (WMT) stake by 30% in Q2 2022, buying an estimated $94.2K and bringing the position to 8,811 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #132.

Minot Wealth Management first reported a position in WMT in Q4 2019 and has held it in 11 quarters since. The position peaked at $697K in Q1 2021. 2,620 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

Minot Wealth Management held 8,811 shares of Walmart Inc worth $357K as of Q2 2022.
Minot Wealth Management bought 2,043 Walmart Inc shares in Q2 2022, an estimated $94.2K.
Walmart Inc made up 0.09% of Minot Wealth Management's portfolio in Q2 2022, its #132 holding.
Minot Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Walmart Inc position peaked at $697K in Q1 2021.
2,620 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.