Torch Wealth Management’s Walmart Inc WMT Stock Holding History

Torch 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
2019 Q4	$2.67M	Sell	67,278 -375	-0.6%	-$14.9K	1.47%	18
2019 Q3	$2.68M	Hold	67,653	–	–	1.58%	17
2019 Q2	$2.49M	Buy	67,653 +150	+0.2%	+$5.17K	1.49%	18
2019 Q1	$2.19M	Buy	67,503 +978	+1%	+$31.7K	1.36%	23
2018 Q4	$2.07M	Buy	66,525 +2,700	+4%	+$86.6K	1.48%	20
2018 Q3	$2M	Buy	63,825 +300	+0.5%	+$9.18K	1.2%	29
2018 Q2	$1.81M	Buy	63,525 +900	+1%	+$25.6K	1.14%	31
2018 Q1	$1.86M	Buy	62,625 +1,575	+3%	+$50.7K	1.2%	29
2017 Q4	$2.01M	Hold	61,050	–	–	1.23%	25
2017 Q3	$1.59M	Sell	61,050 -150	-0.2%	-$3.94K	1.04%	35
2017 Q2	$1.54M	Buy	+61,200	New	+$1.55M	1.07%	33
2015 Q3	–	Sell	-10,050	Closed	-$238K	–	105
2015 Q2	$238K	Hold	10,050	–	–	0.16%	91
2015 Q1	$276K	Hold	10,050	–	–	0.21%	79
2014 Q4	$288K	Hold	10,050	–	–	0.22%	79
2014 Q3	$256K	Hold	10,050	–	–	0.19%	85
2014 Q2	$251K	Hold	10,050	–	–	0.17%	87
2014 Q1	$256K	Hold	10,050	–	–	0.19%	84
2013 Q4	$264K	Buy	+10,050	New	+$260K	0.2%	83

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Torch Wealth Management's WMT Position: Q4 2019 in Review

Torch Wealth Management reduced its Walmart Inc (WMT) stake by 0.55% in Q4 2019, selling an estimated $14.9K and leaving 67,278 shares worth $2.67M. The position accounts for 1.47% of the portfolio, ranked #18.

Torch Wealth Management first reported a position in WMT in Q4 2013 and has held it in 18 quarters since. The position peaked at $2.68M in Q3 2019. 2,142 funds tracked by Wall St. Rank hold WMT as of Q4 2019.

Torch Wealth Management held 67,278 shares of Walmart Inc worth $2.67M as of Q4 2019.
Torch Wealth Management sold 375 Walmart Inc shares in Q4 2019, an estimated $14.9K.
Walmart Inc made up 1.47% of Torch Wealth Management's portfolio in Q4 2019, its #18 holding.
Torch Wealth Management first reported a position in Walmart Inc in Q4 2013 and has held it in 18 quarters since.
Torch Wealth Management's Walmart Inc position peaked at $2.68M in Q3 2019.
2,142 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.