Swaine & Leidel Wealth Services’s Walmart Inc WMT Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$281K	Buy	+843	New	+$39.6K	0.22%	54
2021 Q1	$281K	Sell	6,213 -1,725	-22%	-$79.9K	0.18%	61
2020 Q4	$381K	Buy	7,938 +1,116	+16%	+$54.2K	0.28%	52
2020 Q3	$318K	Hold	6,822	–	–	0.31%	46
2020 Q2	$272K	Hold	6,822	–	–	0.28%	44
2020 Q1	$258K	Sell	6,822 -381	-5%	-$14.7K	0.27%	50
2019 Q4	$285K	Buy	+7,203	New	+$286K	0.24%	49
2019 Q1	–	Sell	-6,600	Closed	-$219K	–	67
2018 Q4	$219K	Buy	+6,600	New	+$212K	0.35%	40

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swaine & Leidel Wealth Services's WMT Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Walmart Inc (WMT) in Q1 2022: 843 shares worth $281K. The stake represents 0.22% of the portfolio and ranks #54 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in WMT as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in WMT in Q4 2018 and has held it in 8 quarters since. The position peaked at $381K in Q4 2020. 2,729 funds tracked by Wall St. Rank hold WMT as of Q1 2022.

Swaine & Leidel Wealth Services held 843 shares of Walmart Inc worth $281K as of Q1 2022.
Walmart Inc was a new Swaine & Leidel Wealth Services position in Q1 2022.
Walmart Inc made up 0.22% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #54 holding.
Swaine & Leidel Wealth Services first reported a position in Walmart Inc in Q4 2018 and has held it in 8 quarters since.
Swaine & Leidel Wealth Services's Walmart Inc position peaked at $381K in Q4 2020.
2,729 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.