Taylor Wealth Management Partners’s Walmart Inc WMT Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-300	Closed	-$9K	–	115
2018 Q4	$9K	Hold	300	–	–	0.01%	89
2018 Q3	$9K	Hold	300	–	–	﹤0.01%	104
2018 Q2	$9K	Hold	300	–	–	﹤0.01%	114
2018 Q1	$9K	Hold	300	–	–	﹤0.01%	108
2017 Q4	$10K	Hold	300	–	–	﹤0.01%	131
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	140
2017 Q2	$8K	Hold	300	–	–	﹤0.01%	140
2017 Q1	$7K	Sell	300 -150	-33%	-$3.45K	﹤0.01%	141
2016 Q4	$10K	Sell	450 -150	-25%	-$3.5K	﹤0.01%	138
2016 Q3	$14K	Sell	600 -300	-33%	-$7.28K	0.01%	118
2016 Q2	$22K	Hold	900	–	–	0.01%	102
2016 Q1	$21K	Hold	900	–	–	0.01%	97
2015 Q4	$18K	Hold	900	–	–	0.01%	102
2015 Q3	$19K	Sell	900 -1,800	-67%	-$41.3K	0.01%	101
2015 Q2	$64K	Buy	2,700 +1,800	+200%	+$45.9K	0.02%	84
2015 Q1	$25K	Buy	+900	New	+$25.5K	0.01%	105

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Taylor Wealth Management Partners's WMT Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Walmart Inc (WMT) in Q1 2019, closing a stake of 300 shares — an estimated $9K sold.

Taylor Wealth Management Partners first reported a position in WMT in Q1 2015 and held it in 16 quarters. The position peaked at $64K in Q2 2015. 1,921 funds tracked by Wall St. Rank hold WMT as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Walmart Inc position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 300 Walmart Inc shares in Q1 2019, an estimated $9K.
Taylor Wealth Management Partners first reported a position in Walmart Inc in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Walmart Inc position peaked at $64K in Q2 2015.
1,921 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.