Summit Wealth & Retirement Planning’s Walmart Inc WMT Stock Holding History

Summit Wealth & Retirement 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
2023 Q2	–	Sell	-4,950	Closed	-$243K	–	106
2023 Q1	$243K	Buy	+4,950	New	+$235K	0.09%	97
2021 Q3	–	Sell	-5,148	Closed	-$242K	–	90
2021 Q2	$242K	Sell	5,148 -30	-0.6%	-$1.4K	0.09%	73
2021 Q1	$234K	Sell	5,178 -99	-2%	-$4.59K	0.09%	90
2020 Q4	$254K	Hold	5,277	–	–	0.1%	100
2020 Q3	$246K	Sell	5,277 -2,274	-30%	-$101K	0.11%	96
2020 Q2	$301K	Sell	7,551 -564	-7%	-$23.2K	0.14%	93
2020 Q1	$307K	Sell	8,115 -504	-6%	-$19.4K	0.16%	92
2019 Q4	$341K	Sell	8,619 -600	-7%	-$23.8K	0.15%	103
2019 Q3	$365K	Sell	9,219 -435	-5%	-$16.4K	0.22%	90
2019 Q2	$356K	Hold	9,654	–	–	0.21%	96
2019 Q1	$314K	Buy	9,654 +2,325	+32%	+$75.4K	0.19%	105
2018 Q4	$228K	Buy	+7,329	New	+$235K	0.17%	104

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

Summit Wealth & Retirement Planning's WMT Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Walmart Inc (WMT) in Q2 2023, closing a stake of 4,950 shares — an estimated $243K sold.

Summit Wealth & Retirement Planning first reported a position in WMT in Q4 2018 and held it in 12 quarters. The position peaked at $365K in Q3 2019. 2,876 funds tracked by Wall St. Rank hold WMT as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining Walmart Inc position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 4,950 Walmart Inc shares in Q2 2023, an estimated $243K.
Summit Wealth & Retirement Planning first reported a position in Walmart Inc in Q4 2018 and held it in 12 quarters.
Summit Wealth & Retirement Planning's Walmart Inc position peaked at $365K in Q3 2019.
2,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.