Wealth Management Solutions’s Walmart Inc WMT Stock Holding History

Wealth Management Solutions’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	$223K	Sell	4,182 -300	-7%	-$16K	0.15%	70
2023 Q2	$235K	Hold	4,482	–	–	0.15%	70
2023 Q1	$220K	Hold	4,482	–	–	0.13%	79
2022 Q4	$212K	Buy	+4,482	New	+$213K	0.11%	80
2022 Q2	–	Sell	-4,437	Closed	-$220K	–	113
2022 Q1	$220K	Buy	4,437 +30	+0.7%	+$1.41K	0.11%	102
2021 Q4	$213K	Buy	+4,407	New	+$210K	0.11%	112

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Management Solutions's WMT Position: Q3 2023 in Review

Wealth Management Solutions reduced its Walmart Inc (WMT) stake by 6.7% in Q3 2023, selling an estimated $16K and leaving 4,182 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #70.

Wealth Management Solutions first reported a position in WMT in Q4 2021 and has held it in 6 quarters since. The position peaked at $235K in Q2 2023. 2,922 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

Wealth Management Solutions held 4,182 shares of Walmart Inc worth $223K as of Q3 2023.
Wealth Management Solutions sold 300 Walmart Inc shares in Q3 2023, an estimated $16K.
Walmart Inc made up 0.15% of Wealth Management Solutions's portfolio in Q3 2023, its #70 holding.
Wealth Management Solutions first reported a position in Walmart Inc in Q4 2021 and has held it in 6 quarters since.
Wealth Management Solutions's Walmart Inc position peaked at $235K in Q2 2023.
2,922 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.