Oxler Private Wealth’s Walmart Inc WMT Stock Holding History

Oxler Private 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 Q3	–	Sell	-6,723	Closed	-$273K	–	466
2022 Q2	$273K	Buy	6,723 +54	+0.8%	+$2.49K	0.13%	99
2022 Q1	$331K	Buy	6,669 +24	+0.4%	+$1.13K	0.15%	95
2021 Q4	$320K	Hold	6,645	–	–	0.13%	104
2021 Q3	$308K	Hold	6,645	–	–	0.14%	109
2021 Q2	$312K	Hold	6,645	–	–	0.14%	113
2021 Q1	$300K	Buy	6,645 +1,800	+37%	+$83.4K	0.15%	104
2020 Q4	$232K	Buy	+4,845	New	+$235K	0.13%	96

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

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

Norges Bank Oslo, Norway $935B AUM

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

Oxler Private Wealth's WMT Position: Q3 2022 in Review

Oxler Private Wealth sold out of Walmart Inc (WMT) in Q3 2022, closing a stake of 6,723 shares — an estimated $273K sold.

Oxler Private Wealth first reported a position in WMT in Q4 2020 and held it in 7 quarters. The position peaked at $331K in Q1 2022. 2,600 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

Oxler Private Wealth reported no remaining Walmart Inc position as of Q3 2022 after selling out during the quarter.
Oxler Private Wealth sold 6,723 Walmart Inc shares in Q3 2022, an estimated $273K.
Oxler Private Wealth first reported a position in Walmart Inc in Q4 2020 and held it in 7 quarters.
Oxler Private Wealth's Walmart Inc position peaked at $331K in Q1 2022.
2,600 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.