MFG
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Monumental Financial Group’s Walmart Inc WMT Stock Holding History

Monumental Financial Group’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 		– Sell
-23,289
Closed -$1.15M – 88
2023
Q1 		$1.15M Buy
23,289
+1,200
+5% +$57K 0.82% 31
2022
Q4 		$1.04M Buy
+22,089
New +$1.05M 0.84% 28

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monumental Financial Group's WMT Position: Q2 2023 in Review

Monumental Financial Group sold out of Walmart Inc (WMT) in Q2 2023, closing a stake of 23,289 shares — an estimated $1.15M sold.

Monumental Financial Group first reported a position in WMT in Q4 2022 and held it in 2 quarters. The position peaked at $1.15M in Q1 2023. 2,878 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

  • Monumental Financial Group reported no remaining Walmart Inc position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 23,289 Walmart Inc shares in Q2 2023, an estimated $1.15M.
  • Monumental Financial Group first reported a position in Walmart Inc in Q4 2022 and held it in 2 quarters.
  • Monumental Financial Group's Walmart Inc position peaked at $1.15M in Q1 2023.
  • 2,878 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.