Taylor & Morgan Wealth Management’s Walmart Inc WMT Stock Holding History

Taylor & Morgan 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
2023 Q3	–	Sell	-3,978	Closed	-$208K	–	64
2023 Q2	$208K	Sell	3,978 -648	-14%	-$32.7K	0.17%	58
2023 Q1	$227K	Sell	4,626 -654	-12%	-$31K	0.2%	58
2022 Q4	$250K	Buy	5,280 +231	+5%	+$11K	0.24%	54
2022 Q3	$218K	Hold	5,049	–	–	0.22%	58
2022 Q2	$205K	Buy	5,049 +6	+0.1%	+$277	0.19%	62
2022 Q1	$250K	Sell	5,043 -5,976	-54%	-$281K	0.2%	57
2021 Q4	$532K	Buy	+11,019	New	+$526K	0.43%	44

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Taylor & Morgan Wealth Management's WMT Position: Q3 2023 in Review

Taylor & Morgan Wealth Management sold out of Walmart Inc (WMT) in Q3 2023, closing a stake of 3,978 shares — an estimated $208K sold.

Taylor & Morgan Wealth Management first reported a position in WMT in Q4 2021 and held it in 7 quarters. The position peaked at $532K in Q4 2021. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

Taylor & Morgan Wealth Management reported no remaining Walmart Inc position as of Q3 2023 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 3,978 Walmart Inc shares in Q3 2023, an estimated $208K.
Taylor & Morgan Wealth Management first reported a position in Walmart Inc in Q4 2021 and held it in 7 quarters.
Taylor & Morgan Wealth Management's Walmart Inc position peaked at $532K in Q4 2021.
2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.