WC Walker & Associates’s Walmart Inc WMT Stock Holding History

WC Walker & Associates’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
2022 Q4	$2.88M	Buy	59,847 +177	+0.3%	+$8.41K	1.52%	22
2022 Q3	$2.81M	Sell	59,670 -537	-0.9%	-$23.5K	1.6%	18
2022 Q2	$2.59M	Buy	60,207 +168	+0.3%	+$7.75K	1.52%	23
2022 Q1	$3.15M	Buy	60,039 +1,410	+2%	+$66.2K	1.63%	21
2021 Q4	$2.83M	Buy	58,629 +2,226	+4%	+$106K	1.4%	25
2021 Q3	$2.62M	Buy	56,403 +900	+2%	+$43.4K	1.4%	25
2021 Q2	$2.59M	Buy	55,503 +2,484	+5%	+$116K	1.36%	27
2021 Q1	$2.48M	Buy	53,019 +324	+0.6%	+$15K	1.41%	25
2020 Q4	$2.43M	Buy	+52,695	New	+$2.56M	1.4%	24

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

WC Walker & Associates's WMT Position: Q4 2022 in Review

WC Walker & Associates increased its Walmart Inc (WMT) stake by 0.3% in Q4 2022, buying an estimated $8.41K and bringing the position to 59,847 shares worth $2.88M. The position accounts for 1.52% of the portfolio, ranked #22.

WC Walker & Associates first reported a position in WMT in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.15M in Q1 2022. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

WC Walker & Associates held 59,847 shares of Walmart Inc worth $2.88M as of Q4 2022.
WC Walker & Associates bought 177 Walmart Inc shares in Q4 2022, an estimated $8.41K.
Walmart Inc made up 1.52% of WC Walker & Associates's portfolio in Q4 2022, its #22 holding.
WC Walker & Associates first reported a position in Walmart Inc in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Walmart Inc position peaked at $3.15M in Q1 2022.
2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.