Piershale Financial Group’s Walmart Inc WMT Stock Holding History

Piershale 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	$177K	Buy	3,372 +18	+0.5%	+$908	0.11%	18
2023 Q1	$165K	Buy	3,354 +6	+0.2%	+$285	0.13%	13
2022 Q4	$158K	Buy	+3,348	New	+$159K	0.13%	12
2019 Q2	–	Sell	-7,044	Closed	-$229K	–	27
2019 Q1	$229K	Buy	+7,044	New	+$228K	0.14%	17
2016 Q4	–	Sell	-4,836	Closed	-$116K	–	139
2016 Q3	$116K	Buy	4,836 +15	+0.3%	+$364	0.09%	19
2016 Q2	$117K	Buy	4,821 +30	+0.6%	+$694	0.09%	19
2016 Q1	$109K	Buy	4,791 +15	+0.3%	+$329	0.06%	18
2015 Q4	$98K	Buy	4,776 +1,500	+46%	+$30.1K	0.06%	25
2015 Q3	$71K	Buy	+3,276	New	+$75.2K	0.05%	25
2015 Q2	–	Sell	-1,965	Closed	-$50.1K	–	151
2015 Q1	$54K	Buy	+1,965	New	+$55.7K	0.04%	30

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Piershale Financial Group increased its Walmart Inc (WMT) stake by 0.54% in Q2 2023, buying an estimated $908 and bringing the position to 3,372 shares worth $177K. The position accounts for 0.11% of the portfolio, ranked #18.

Piershale Financial Group first reported a position in WMT in Q1 2015 and has held it in 10 quarters since. The position peaked at $229K in Q1 2019. 2,877 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Piershale Financial Group held 3,372 shares of Walmart Inc worth $177K as of Q2 2023.
Piershale Financial Group bought 18 Walmart Inc shares in Q2 2023, an estimated $908.
Walmart Inc made up 0.11% of Piershale Financial Group's portfolio in Q2 2023, its #18 holding.
Piershale Financial Group first reported a position in Walmart Inc in Q1 2015 and has held it in 10 quarters since.
Piershale Financial Group's Walmart Inc position peaked at $229K in Q1 2019.
2,877 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.