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PYA Waltman Capital’s Walmart Inc WMT Stock Holding History

PYA Waltman Capital’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
Q4 		– Sell
-1,797
Closed -$78K – 200
2022
Q3 		$78K Hold
1,797
– – 0.05% 83
2022
Q2 		$73K Hold
1,797
– – 0.04% 90
2022
Q1 		$89K Hold
1,797
– – 0.04% 78
2021
Q4 		$87K Buy
+1,797
New +$85.8K 0.04% 79

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PYA Waltman Capital's WMT Position: Q4 2022 in Review

PYA Waltman Capital sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 1,797 shares — an estimated $78K sold.

PYA Waltman Capital first reported a position in WMT in Q4 2021 and held it in 4 quarters. The position peaked at $89K in Q1 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

  • PYA Waltman Capital reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 1,797 Walmart Inc shares in Q4 2022, an estimated $78K.
  • PYA Waltman Capital first reported a position in Walmart Inc in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's Walmart Inc position peaked at $89K in Q1 2022.
  • 2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.