SFP
WMT icon

Sterling Financial Planning’s Walmart Inc WMT Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-120
Closed -$6K – 403
2021
Q3 		$6K Hold
120
– – ﹤0.01% 355
2021
Q2 		$6K Hold
120
– – ﹤0.01% 337
2021
Q1 		$5K Hold
120
– – ﹤0.01% 319
2020
Q4 		$6K Buy
+120
New +$5.83K ﹤0.01% 290

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Financial Planning's WMT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Walmart Inc (WMT) in Q4 2021, closing a stake of 120 shares — an estimated $6K sold.

Sterling Financial Planning first reported a position in WMT in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 2,729 funds tracked by Wall St. Rank hold WMT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Walmart Inc position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 120 Walmart Inc shares in Q4 2021, an estimated $6K.
  • Sterling Financial Planning first reported a position in Walmart Inc in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Walmart Inc position peaked at $6K in Q3 2021.
  • 2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.