Stapp Wealth Management’s Walmart Inc WMT Stock Holding History

Stapp 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
2022 Q4	–	Sell	-1,269	Closed	-$55K	–	112
2022 Q3	$55K	Buy	+1,269	New	+$55.6K	0.16%	27

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Stapp Wealth Management's WMT Position: Q4 2022 in Review

Stapp Wealth Management sold out of Walmart Inc (WMT) in Q4 2022, closing a stake of 1,269 shares — an estimated $55K sold.

Stapp Wealth Management first reported a position in WMT in Q3 2022 and held it in 1 quarter. The position peaked at $55K in Q3 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

Stapp Wealth Management reported no remaining Walmart Inc position as of Q4 2022 after selling out during the quarter.
Stapp Wealth Management sold 1,269 Walmart Inc shares in Q4 2022, an estimated $55K.
Stapp Wealth Management first reported a position in Walmart Inc in Q3 2022 and held it in 1 quarter.
Stapp Wealth Management's Walmart Inc position peaked at $55K in Q3 2022.
2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.