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Resource Management’s Walmart Inc WMT Stock Holding History

Resource Management’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
2021
Q4 		$1.42M Sell
29,370
-555
-2% -$26.5K 0.15% 52
2021
Q3 		$1.39M Sell
29,925
-147
-0.5% -$7.08K 0.16% 49
2021
Q2 		$1.41M Sell
30,072
-10,338
-26% -$482K 0.16% 44
2021
Q1 		$1.83M Buy
40,410
+3,873
+11% +$179K 0.22% 37
2020
Q4 		$1.76M Buy
36,537
+4,485
+14% +$218K 0.24% 35
2020
Q3 		$1.5M Buy
32,052
+5,487
+21% +$244K 0.24% 39
2020
Q2 		$1.06M Buy
26,565
+2,982
+13% +$123K 0.18% 44
2020
Q1 		$893K Buy
23,583
+1,371
+6% +$52.7K 0.19% 46
2019
Q4 		$880K Buy
22,212
+3,903
+21% +$155K 0.14% 54
2019
Q3 		$724K Sell
18,309
-465
-2% -$17.6K 0.13% 61
2019
Q2 		$691K Sell
18,774
-1,230
-6% -$42.4K 0.12% 63
2019
Q1 		$650K Buy
20,004
+12
+0.1% +$389 0.12% 71
2018
Q4 		$620K Sell
19,992
-369
-2% -$11.8K 0.13% 65
2018
Q3 		$637K Buy
20,361
+981
+5% +$30K 0.12% 67
2018
Q2 		$553K Sell
19,380
-780
-4% -$22.2K 0.11% 68
2018
Q1 		$598K Sell
20,160
-717
-3% -$23.1K 0.13% 65
2017
Q4 		$703K Buy
+20,877
New +$639K 0.14% 62

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resource Management's WMT Position: Q4 2021 in Review

Resource Management reduced its Walmart Inc (WMT) stake by 1.9% in Q4 2021, selling an estimated $26.5K and leaving 29,370 shares worth $1.42M. The position accounts for 0.15% of the portfolio, ranked #52.

Resource Management first reported a position in WMT in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.83M in Q1 2021. 2,730 funds tracked by Wall St. Rank hold WMT as of Q4 2021.

  • Resource Management held 29,370 shares of Walmart Inc worth $1.42M as of Q4 2021.
  • Resource Management sold 555 Walmart Inc shares in Q4 2021, an estimated $26.5K.
  • Walmart Inc made up 0.15% of Resource Management's portfolio in Q4 2021, its #52 holding.
  • Resource Management first reported a position in Walmart Inc in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's Walmart Inc position peaked at $1.83M in Q1 2021.
  • 2,730 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.