Silicon Hills Wealth Management’s Walmart Inc WMT Stock Holding History

Silicon Hills Wealth 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
2023 Q2	$250K	Hold	4,776	–	–	0.14%	75
2023 Q1	$235K	Sell	4,776 -15	-0.3%	-$712	0.14%	76
2022 Q4	$226K	Hold	4,791	–	–	0.17%	89
2022 Q3	$207K	Buy	+4,791	New	+$210K	0.16%	88
2022 Q2	–	Sell	-6,558	Closed	-$326K	–	115
2022 Q1	$326K	Sell	6,558 -1,644	-20%	-$77.2K	0.21%	87
2021 Q4	$396K	Hold	8,202	–	–	0.25%	85
2021 Q3	$381K	Buy	+8,202	New	+$395K	0.26%	80
2020 Q1	–	Sell	-12	Closed	-$136	–	293
2019 Q4	$136	Buy	+12	New	+$477	0.1%	89

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Silicon Hills Wealth Management's WMT Position: Q2 2023 in Review

Silicon Hills Wealth Management held its Walmart Inc (WMT) position steady in Q2 2023 at 4,776 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #75.

Silicon Hills Wealth Management first reported a position in WMT in Q4 2019 and has held it in 8 quarters since. The position peaked at $396K in Q4 2021. 2,876 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Silicon Hills Wealth Management held 4,776 shares of Walmart Inc worth $250K as of Q2 2023.
Silicon Hills Wealth Management left its Walmart Inc share count unchanged in Q2 2023.
Walmart Inc made up 0.14% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #75 holding.
Silicon Hills Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 8 quarters since.
Silicon Hills Wealth Management's Walmart Inc position peaked at $396K in Q4 2021.
2,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.