SBWM
WMT icon

Sunflower Bank Wealth Management’s Walmart Inc WMT Stock Holding History

Sunflower Bank 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
2020
Q3 		$1.01M Sell
21,738
-5,775
-21% -$257K 0.34% 42
2020
Q2 		$1.1M Hold
27,513
– – 0.37% 42
2020
Q1 		$1.04M Sell
27,513
-1,050
-4% -$40.4K 0.4% 40
2019
Q4 		$1.13M Sell
28,563
-5,481
-16% -$218K 0.35% 43
2019
Q3 		$1.35M Buy
34,044
+681
+2% +$25.7K 0.43% 37
2019
Q2 		$1.23M Sell
33,363
-600
-2% -$20.7K 0.4% 37
2019
Q1 		$1.1M Sell
33,963
-450
-1% -$14.6K 0.33% 45
2018
Q4 		$1.07M Hold
34,413
– – 0.34% 44
2018
Q3 		$1.08M Sell
34,413
-2,700
-7% -$82.6K 0.3% 46
2018
Q2 		$1.06M Sell
37,113
-660
-2% -$18.8K 0.31% 50
2018
Q1 		$1.12M Sell
37,773
-1,200
-3% -$38.6K 0.31% 49
2017
Q4 		$1.28M Sell
38,973
-90
-0.2% -$2.75K 0.35% 48
2017
Q3 		$1.02M Sell
39,063
-390
-1% -$10.2K 0.37% 36
2017
Q2 		$995K Buy
39,453
+3,333
+9% +$84.6K 0.34% 44
2017
Q1 		$868K Hold
36,120
– – 0.3% 48
2016
Q4 		$832K Hold
36,120
– – 0.3% 50
2016
Q3 		$868K Buy
36,120
+3,300
+10% +$80.1K 0.32% 50
2016
Q2 		$799K Hold
32,820
– – 0.28% 51
2016
Q1 		$749K Hold
32,820
– – 0.27% 50
2015
Q4 		$670K Buy
32,820
+20,985
+177% +$421K 0.24% 56
2015
Q3 		$256K Hold
11,835
– – 0.09% 79
2015
Q2 		$280K Sell
11,835
-150
-1% -$3.83K 0.1% 79
2015
Q1 		$329K Sell
11,985
-300
-2% -$8.51K 0.11% 82
2014
Q4 		$352K Sell
12,285
-3,000
-20% -$81.1K 0.11% 80
2014
Q3 		$389K Sell
15,285
-16,815
-52% -$425K 0.13% 73
2014
Q2 		$804K Hold
32,100
– – 0.33% 54
2014
Q1 		$818K Sell
32,100
-615
-2% -$15.4K 0.4% 47
2013
Q4 		$858K Sell
32,715
-150
-0.5% -$3.87K 0.43% 43
2013
Q3 		$810K Sell
32,865
-330
-1% -$8.32K 0.44% 44
2013
Q2 		$824K Buy
+33,195
New +$851K 0.45% 42

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunflower Bank Wealth Management's WMT Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Walmart Inc (WMT) stake by 21% in Q3 2020, selling an estimated $257K and leaving 21,738 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #42.

Sunflower Bank Wealth Management first reported a position in WMT in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.35M in Q3 2019. 2,292 funds tracked by Wall St. Rank hold WMT as of Q3 2020.

  • Sunflower Bank Wealth Management held 21,738 shares of Walmart Inc worth $1.01M as of Q3 2020.
  • Sunflower Bank Wealth Management sold 5,775 Walmart Inc shares in Q3 2020, an estimated $257K.
  • Walmart Inc made up 0.34% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #42 holding.
  • Sunflower Bank Wealth Management first reported a position in Walmart Inc in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's Walmart Inc position peaked at $1.35M in Q3 2019.
  • 2,292 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.