Sarah T. Connolly’s Walmart Inc WMT Stock Holding History

Sarah T. Connolly’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
2023 Q4	–	Sell	-31,758	Closed	-$1.69M	–	84
2023 Q3	$1.69M	Sell	31,758 -408	-1%	-$21.7K	1.12%	33
2023 Q2	$1.69M	Sell	32,166 -75	-0.2%	-$3.78K	1.02%	37
2023 Q1	$1.58M	Buy	32,241 +12,585	+64%	+$597K	1.01%	41
2022 Q4	$929K	Buy	19,656 +966	+5%	+$45.9K	0.63%	58
2022 Q3	$808K	Buy	+18,690	New	+$819K	0.59%	60

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sarah T. Connolly's WMT Position: Q4 2023 in Review

Sarah T. Connolly sold out of Walmart Inc (WMT) in Q4 2023, closing a stake of 31,758 shares — an estimated $1.69M sold.

Sarah T. Connolly first reported a position in WMT in Q3 2022 and held it in 5 quarters. The position peaked at $1.69M in Q3 2023. 3,083 funds tracked by Wall St. Rank hold WMT as of Q4 2023.

Sarah T. Connolly reported no remaining Walmart Inc position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 31,758 Walmart Inc shares in Q4 2023, an estimated $1.69M.
Sarah T. Connolly first reported a position in Walmart Inc in Q3 2022 and held it in 5 quarters.
Sarah T. Connolly's Walmart Inc position peaked at $1.69M in Q3 2023.
3,083 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.