Personal Wealth Partners’s Walmart Inc WMT Stock Holding History

Personal Wealth Partners’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	-5,409	Closed	-$269K	–	73
2022 Q1	$269K	Sell	5,409 -72	-1%	-$3.38K	0.12%	68
2021 Q4	$264K	Hold	5,481	–	–	0.11%	69
2021 Q3	$255K	Hold	5,481	–	–	0.11%	68
2021 Q2	$258K	Hold	5,481	–	–	0.1%	67
2021 Q1	$248K	Hold	5,481	–	–	0.11%	68
2020 Q4	$263K	Buy	5,481 +72	+1%	+$3.5K	0.12%	55
2020 Q3	$252K	Hold	5,409	–	–	0.13%	60
2020 Q2	$216K	Hold	5,409	–	–	0.12%	59
2020 Q1	$205K	Hold	5,409	–	–	0.12%	60
2019 Q4	$214K	Hold	5,409	–	–	0.09%	64
2019 Q3	$214K	Buy	5,409 +60	+1%	+$2.27K	0.1%	63
2019 Q2	$197K	Buy	+5,349	New	+$184K	0.09%	58

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

Personal Wealth Partners's WMT Position: Q2 2022 in Review

Personal Wealth Partners sold out of Walmart Inc (WMT) in Q2 2022, closing a stake of 5,409 shares — an estimated $269K sold.

Personal Wealth Partners first reported a position in WMT in Q2 2019 and held it in 12 quarters. The position peaked at $269K in Q1 2022. 2,619 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

Personal Wealth Partners reported no remaining Walmart Inc position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 5,409 Walmart Inc shares in Q2 2022, an estimated $269K.
Personal Wealth Partners first reported a position in Walmart Inc in Q2 2019 and held it in 12 quarters.
Personal Wealth Partners's Walmart Inc position peaked at $269K in Q1 2022.
2,619 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.