Resource Planning Group’s Walmart Inc WMT Stock Holding History

Resource Planning 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
2022 Q2	–	Sell	-10,596	Closed	-$526K	–	73
2022 Q1	$526K	Buy	10,596 +3	+0%	+$141	0.38%	41
2021 Q4	$511K	Sell	10,593 -915	-8%	-$43.7K	0.34%	44
2021 Q3	$535K	Sell	11,508 -120	-1%	-$5.78K	0.34%	45
2021 Q2	$547K	Buy	11,628 +1,815	+18%	+$84.5K	0.32%	45
2021 Q1	$444K	Hold	9,813	–	–	0.29%	45
2020 Q4	$471K	Hold	9,813	–	–	0.34%	43
2020 Q3	$458K	Buy	9,813 +3	+0%	+$133	0.35%	41
2020 Q2	$392K	Buy	9,810 +3	+0%	+$123	0.29%	41
2020 Q1	$371K	Hold	9,807	–	–	0.32%	37
2019 Q4	$389K	Hold	9,807	–	–	0.22%	43
2019 Q3	$388K	Sell	9,807 -171	-2%	-$6.45K	0.23%	42
2019 Q2	$367K	Sell	9,978 -384	-4%	-$13.2K	0.22%	43
2019 Q1	$337K	Buy	10,362 +3	+0%	+$97	0.22%	37
2018 Q4	$322K	Hold	10,359	–	–	0.24%	36
2018 Q3	$324K	Buy	+10,359	New	+$317K	0.25%	29

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Resource Planning Group's WMT Position: Q2 2022 in Review

Resource Planning Group sold out of Walmart Inc (WMT) in Q2 2022, closing a stake of 10,596 shares — an estimated $526K sold.

Resource Planning Group first reported a position in WMT in Q3 2018 and held it in 15 quarters. The position peaked at $547K in Q2 2021. 2,619 funds tracked by Wall St. Rank hold WMT as of Q2 2022.

Resource Planning Group reported no remaining Walmart Inc position as of Q2 2022 after selling out during the quarter.
Resource Planning Group sold 10,596 Walmart Inc shares in Q2 2022, an estimated $526K.
Resource Planning Group first reported a position in Walmart Inc in Q3 2018 and held it in 15 quarters.
Resource Planning Group's Walmart Inc position peaked at $547K in Q2 2021.
2,619 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2022.

Based on Resource Planning Group's 13F filing for Q2 2022, filed 2 Aug 2022.