Monograph Wealth Advisors’s Walmart Inc WMT Stock Holding History

Monograph Wealth Advisors’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
2024 Q2	–	Sell	-6,932	Closed	-$419K	–	159
2024 Q1	$419K	Buy	+6,932	New	+$397K	0.06%	110

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Monograph Wealth Advisors's WMT Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Walmart Inc (WMT) in Q2 2024, closing a stake of 6,932 shares — an estimated $419K sold.

Monograph Wealth Advisors first reported a position in WMT in Q1 2024 and held it in 1 quarter. The position peaked at $419K in Q1 2024. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

Monograph Wealth Advisors reported no remaining Walmart Inc position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 6,932 Walmart Inc shares in Q2 2024, an estimated $419K.
Monograph Wealth Advisors first reported a position in Walmart Inc in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's Walmart Inc position peaked at $419K in Q1 2024.
3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.