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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
2015
Q3 		– Sell
-3
Closed -$2K – 168
2015
Q2 		$2K Buy
+3
New +$76 ﹤0.01% 101

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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.