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TD Ameritrade Investment Management’s Walmart Inc WMT Stock Holding History

TD Ameritrade Investment 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
-4,758
Closed -$249K – 517
2023
Q2 		$249K Sell
4,758
-1,689
-26% -$85.2K ﹤0.01% 151
2023
Q1 		$317K Sell
6,447
-2,286
-26% -$108K ﹤0.01% 143
2022
Q4 		$413K Sell
8,733
-2,067
-19% -$98.2K ﹤0.01% 142
2022
Q3 		$467K Sell
10,800
-3,588
-25% -$157K ﹤0.01% 146
2022
Q2 		$583K Sell
14,388
-4,983
-26% -$230K 0.01% 143
2022
Q1 		$962K Buy
19,371
+759
+4% +$35.6K 0.01% 136
2021
Q4 		$898K Sell
18,612
-6,195
-25% -$296K 0.01% 136
2021
Q3 		$1.16M Buy
24,807
+7,188
+41% +$346K 0.01% 113
2021
Q2 		$828K Buy
17,619
+678
+4% +$31.6K 0.01% 130
2021
Q1 		$814K Hold
16,941
– – 0.01% 123
2020
Q4 		$814K Sell
16,941
-7,866
-32% -$382K 0.01% 123
2020
Q3 		$1.16M Buy
24,807
+297
+1% +$13.2K 0.01% 113
2020
Q2 		$979K Sell
24,510
-12,144
-33% -$500K 0.01% 121
2020
Q1 		$1.39M Sell
36,654
-2,970
-7% -$114K 0.01% 104
2019
Q4 		$1.57M Sell
39,624
-5,928
-13% -$235K 0.01% 104
2019
Q3 		$1.8M Buy
45,552
+4,863
+12% +$184K 0.01% 98
2019
Q2 		$1.5M Buy
40,689
+7,464
+22% +$257K 0.01% 99
2019
Q1 		$1.08M Buy
33,225
+8,148
+32% +$264K 0.01% 106
2018
Q4 		$779K Buy
25,077
+10,842
+76% +$348K 0.01% 103
2018
Q3 		$446K Buy
14,235
+12,423
+686% +$380K ﹤0.01% 106
2018
Q2 		$52K Buy
+1,812
New +$51.5K ﹤0.01% 136

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

TD Ameritrade Investment Management's WMT Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Walmart Inc (WMT) in Q3 2023, closing a stake of 4,758 shares — an estimated $249K sold.

TD Ameritrade Investment Management first reported a position in WMT in Q2 2018 and held it in 21 quarters. The position peaked at $1.8M in Q3 2019. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Walmart Inc position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 4,758 Walmart Inc shares in Q3 2023, an estimated $249K.
  • TD Ameritrade Investment Management first reported a position in Walmart Inc in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Walmart Inc position peaked at $1.8M in Q3 2019.
  • 2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.