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Sutton Wealth Advisors’s Walmart Inc WMT Stock Holding History

Sutton Wealth Advisors’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
Q3 		$355K Buy
6,657
+231
+4% +$12.3K 0.17% 76
2023
Q2 		$337K Buy
6,426
+723
+13% +$36.5K 0.16% 78
2023
Q1 		$280K Sell
5,703
-2,652
-32% -$126K 0.15% 85
2022
Q4 		$395K Buy
8,355
+111
+1% +$5.27K 0.15% 107
2022
Q3 		$356K Buy
8,244
+1,245
+18% +$54.5K 0.15% 106
2022
Q2 		$284K Buy
6,999
+246
+4% +$11.3K 0.11% 129
2022
Q1 		$335K Buy
6,753
+864
+15% +$40.6K 0.12% 125
2021
Q4 		$284K Buy
5,889
+549
+10% +$26.2K 0.09% 144
2021
Q3 		$248K Sell
5,340
-81
-1% -$3.9K 0.09% 153
2021
Q2 		$255K Buy
5,421
+60
+1% +$2.79K 0.09% 153
2021
Q1 		$243K Sell
5,361
-237
-4% -$11K 0.1% 150
2020
Q4 		$269K Buy
5,598
+393
+8% +$19.1K 0.11% 130
2020
Q3 		$243K Sell
5,205
-717
-12% -$31.9K 0.12% 127
2020
Q2 		$236K Buy
5,922
+189
+3% +$7.77K 0.12% 125
2020
Q1 		$217K Buy
5,733
+927
+19% +$35.7K 0.14% 121
2019
Q4 		$190K Buy
4,806
+30
+0.6% +$1.19K 0.1% 155
2019
Q3 		$189K Hold
4,776
– – 0.11% 153
2019
Q2 		$176K Buy
4,776
+78
+2% +$2.69K 0.1% 155
2019
Q1 		$153K Buy
4,698
+75
+2% +$2.43K 0.09% 165
2018
Q4 		$144K Buy
4,623
+24
+0.5% +$769 0.09% 161
2018
Q3 		$144K Sell
4,599
-2,547
-36% -$77.9K 0.09% 160
2018
Q2 		$204K Buy
7,146
+231
+3% +$6.57K 0.14% 120
2018
Q1 		$205K Buy
6,915
+30
+0.4% +$965 0.15% 124
2017
Q4 		$227K Hold
6,885
– – 0.17% 114
2017
Q3 		$179K Sell
6,885
-15
-0.2% -$394 0.14% 127
2017
Q2 		$174K Hold
6,900
– – 0.14% 132
2017
Q1 		$166K Sell
6,900
-99
-1% -$2.28K 0.14% 127
2016
Q4 		$161K Sell
6,999
-102
-1% -$2.38K 0.14% 123
2016
Q3 		$171K Hold
7,101
– – 0.16% 108
2016
Q2 		$173K Sell
7,101
-30
-0.4% -$694 0.16% 106
2016
Q1 		$163K Buy
+7,131
New +$156K 0.15% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's WMT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Walmart Inc (WMT) stake by 3.6% in Q3 2023, buying an estimated $12.3K and bringing the position to 6,657 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #76.

Sutton Wealth Advisors first reported a position in WMT in Q1 2016 and has held it in 31 quarters since. The position peaked at $395K in Q4 2022. 2,922 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

  • Sutton Wealth Advisors held 6,657 shares of Walmart Inc worth $355K as of Q3 2023.
  • Sutton Wealth Advisors bought 231 Walmart Inc shares in Q3 2023, an estimated $12.3K.
  • Walmart Inc made up 0.17% of Sutton Wealth Advisors's portfolio in Q3 2023, its #76 holding.
  • Sutton Wealth Advisors first reported a position in Walmart Inc in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Walmart Inc position peaked at $395K in Q4 2022.
  • 2,922 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.