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Sargent Bickham Lagudis’s Walmart Inc WMT Stock Holding History

Sargent Bickham Lagudis’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 		$898K Sell
19,011
-444
-2% -$21.1K 0.07% 138
2022
Q3 		$841K Sell
19,455
-62,184
-76% -$2.72M 0.08% 137
2022
Q2 		$3.31M Buy
81,639
+2,064
+3% +$95.2K 0.29% 80
2022
Q1 		$3.95M Buy
79,575
+6,600
+9% +$310K 0.31% 71
2021
Q4 		$3.52M Buy
72,975
+4,683
+7% +$224K 0.27% 82
2021
Q3 		$3.17M Sell
68,292
-18
-0% -$867 0.26% 85
2021
Q2 		$3.21M Buy
68,310
+3,150
+5% +$147K 0.26% 79
2021
Q1 		$2.95M Buy
65,160
+4,638
+8% +$215K 0.26% 80
2020
Q4 		$2.91M Buy
60,522
+5,418
+10% +$263K 0.27% 77
2020
Q3 		$2.57M Buy
55,104
+40,536
+278% +$1.8M 0.26% 77
2020
Q2 		$582K Buy
14,568
+2,004
+16% +$82.4K 0.06% 129
2020
Q1 		$476K Sell
12,564
-1,071
-8% -$41.2K 0.06% 148
2019
Q4 		$540K Buy
13,635
+621
+5% +$24.7K 0.06% 138
2019
Q3 		$515K Sell
13,014
-3
-0% -$113 0.06% 134
2019
Q2 		$479K Sell
13,017
-264
-2% -$9.1K 0.06% 143
2019
Q1 		$432K Buy
13,281
+705
+6% +$22.9K 0.05% 152
2018
Q4 		$390K Buy
12,576
+2,721
+28% +$87.2K 0.05% 152
2018
Q3 		$308K Buy
9,855
+1,488
+18% +$45.5K 0.04% 173
2018
Q2 		$239K Buy
8,367
+1,077
+15% +$30.6K 0.03% 186
2018
Q1 		$216K Buy
7,290
+15
+0.2% +$482 0.03% 198
2017
Q4 		$239K Sell
7,275
-1,500
-17% -$45.9K 0.03% 198
2017
Q3 		$229K Buy
8,775
+2,415
+38% +$63.4K 0.03% 204
2017
Q2 		$160K Buy
6,360
+642
+11% +$16.3K 0.02% 224
2017
Q1 		$137K Sell
5,718
-70,170
-92% -$1.61M 0.02% 245
2016
Q4 		$1.75M Buy
75,888
+74,607
+5,824% +$1.74M 0.27% 88
2016
Q3 		$2.02K Sell
1,281
-80,169
-98% -$1.94M 0.3% 84
2016
Q2 		$1.98M Buy
81,450
+4,431
+6% +$103K 0.31% 83
2016
Q1 		$1.76M Buy
+77,019
New +$1.69M 0.28% 81

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

Sargent Bickham Lagudis's WMT Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Walmart Inc (WMT) stake by 2.3% in Q4 2022, selling an estimated $21.1K and leaving 19,011 shares worth $898K. The position accounts for 0.07% of the portfolio, ranked #138.

Sargent Bickham Lagudis first reported a position in WMT in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.95M in Q1 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

  • Sargent Bickham Lagudis held 19,011 shares of Walmart Inc worth $898K as of Q4 2022.
  • Sargent Bickham Lagudis sold 444 Walmart Inc shares in Q4 2022, an estimated $21.1K.
  • Walmart Inc made up 0.07% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #138 holding.
  • Sargent Bickham Lagudis first reported a position in Walmart Inc in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Walmart Inc position peaked at $3.95M in Q1 2022.
  • 2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.