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Portfolio Solutions’s Walmart Inc WMT Stock Holding History

Portfolio Solutions’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
2018
Q2 		– Sell
-924
Closed -$27K – 182
2018
Q1 		$27K Buy
924
+324
+54% +$10.4K ﹤0.01% 90
2017
Q4 		$20K Hold
600
– – ﹤0.01% 97
2017
Q3 		$16K Hold
600
– – ﹤0.01% 104
2017
Q2 		$15K Hold
600
– – ﹤0.01% 102
2017
Q1 		$14K Buy
+600
New +$13.8K ﹤0.01% 115

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Portfolio Solutions's WMT Position: Q2 2018 in Review

Portfolio Solutions sold out of Walmart Inc (WMT) in Q2 2018, closing a stake of 924 shares — an estimated $27K sold.

Portfolio Solutions first reported a position in WMT in Q1 2017 and held it in 5 quarters. The position peaked at $27K in Q1 2018. 1,776 funds tracked by Wall St. Rank hold WMT as of Q2 2018.

  • Portfolio Solutions reported no remaining Walmart Inc position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 924 Walmart Inc shares in Q2 2018, an estimated $27K.
  • Portfolio Solutions first reported a position in Walmart Inc in Q1 2017 and held it in 5 quarters.
  • Portfolio Solutions's Walmart Inc position peaked at $27K in Q1 2018.
  • 1,776 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.