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Tiedemann Advisors’s Walmart Inc WMT Stock Holding History

Tiedemann 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 		$3.46M Buy
64,893
+8,022
+14% +$427K 0.15% 59
2023
Q2 		$2.98M Buy
56,871
+75
+0.1% +$3.78K 0.13% 63
2023
Q1 		$2.8M Buy
56,796
+6
+0% +$285 0.13% 66
2022
Q4 		$2.69M Buy
56,790
+297
+0.5% +$14.1K 0.13% 66
2022
Q3 		$2.44M Sell
56,493
-279
-0.5% -$12.2K 0.15% 67
2022
Q2 		$2.3M Sell
56,772
-153
-0.3% -$7.06K 0.17% 63
2022
Q1 		$2.84M Sell
56,925
-93
-0.2% -$4.37K 0.14% 71
2021
Q4 		$2.76M Hold
57,018
– – 0.13% 77
2021
Q3 		$2.65M Sell
57,018
-2,400
-4% -$116K 0.14% 73
2021
Q2 		$2.79M Sell
59,418
-1,956
-3% -$91.1K 0.11% 89
2021
Q1 		$2.79M Buy
61,374
+1,794
+3% +$83.1K 0.12% 84
2020
Q4 		$2.87M Sell
59,580
-1,575
-3% -$76.5K 0.14% 77
2020
Q3 		$2.85M Buy
61,155
+2,892
+5% +$129K 0.14% 100
2020
Q2 		$2.33M Sell
58,263
-570
-1% -$23.4K 0.12% 106
2020
Q1 		$2.24M Sell
58,833
-1,011
-2% -$38.9K 0.14% 97
2019
Q4 		$2.37M Buy
+59,844
New +$2.38M 0.11% 104
2019
Q1 		– Sell
-6,954
Closed -$216K – 456
2018
Q4 		$216K Buy
+6,954
New +$223K 0.01% 390
2017
Q4 		– Sell
-115,995
Closed -$2.79M – 346
2017
Q3 		$2.79M Sell
115,995
-39,030
-25% -$1.02M 0.25% 76
2017
Q2 		$3.91M Buy
155,025
+15,711
+11% +$399K 0.28% 69
2017
Q1 		$3.35M Buy
139,314
+25,266
+22% +$581K 0.28% 71
2016
Q4 		$2.63M Buy
+114,048
New +$2.66M 0.26% 74

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

Tiedemann Advisors's WMT Position: Q3 2023 in Review

Tiedemann Advisors increased its Walmart Inc (WMT) stake by 14% in Q3 2023, buying an estimated $427K and bringing the position to 64,893 shares worth $3.46M. The position accounts for 0.15% of the portfolio, ranked #59.

Tiedemann Advisors first reported a position in WMT in Q4 2016 and has held it in 21 quarters since. The position peaked at $3.91M in Q2 2017. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

  • Tiedemann Advisors held 64,893 shares of Walmart Inc worth $3.46M as of Q3 2023.
  • Tiedemann Advisors bought 8,022 Walmart Inc shares in Q3 2023, an estimated $427K.
  • Walmart Inc made up 0.15% of Tiedemann Advisors's portfolio in Q3 2023, its #59 holding.
  • Tiedemann Advisors first reported a position in Walmart Inc in Q4 2016 and has held it in 21 quarters since.
  • Tiedemann Advisors's Walmart Inc position peaked at $3.91M in Q2 2017.
  • 2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.