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Wealthfront’s Walmart Inc WMT Stock Holding History

Wealthfront’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
2018
Q3 		$4.32M Buy
137,958
+11,517
+9% +$352K 0.04% 69
2018
Q2 		$3.61M Sell
126,441
-52,734
-29% -$1.5M 0.04% 81
2018
Q1 		$5.31M Sell
179,175
-1,233
-0.7% -$39.7K 0.05% 56
2017
Q4 		$5.94M Buy
180,408
+29,316
+19% +$897K 0.07% 53
2017
Q3 		$3.94M Buy
151,092
+12,708
+9% +$333K 0.05% 71
2017
Q2 		$3.49M Buy
138,384
+30,015
+28% +$762K 0.05% 62
2017
Q1 		$2.6M Buy
108,369
+8,280
+8% +$191K 0.05% 66
2016
Q4 		$2.31M Buy
100,089
+2,460
+3% +$57.4K 0.05% 66
2016
Q3 		$2.35M Buy
97,629
+13,002
+15% +$315K 0.06% 63
2016
Q2 		$2.06M Sell
84,627
-2,718
-3% -$62.9K 0.06% 64
2016
Q1 		$1.99M Buy
87,345
+63,060
+260% +$1.38M 0.06% 57
2015
Q4 		$496K Sell
24,285
-21,747
-47% -$436K 0.02% 145
2015
Q3 		$995K Buy
46,032
+26,559
+136% +$609K 0.04% 77
2015
Q2 		$460K Sell
19,473
-8,289
-30% -$211K 0.02% 118
2015
Q1 		$761K Buy
27,762
+1,116
+4% +$31.7K 0.04% 53
2014
Q4 		$763K Buy
26,646
+6,480
+32% +$175K 0.04% 45
2014
Q3 		$514K Buy
20,166
+690
+4% +$17.4K 0.04% 56
2014
Q2 		$492K Buy
19,476
+8,865
+84% +$228K 0.04% 43
2014
Q1 		$272K Buy
+10,611
New +$266K 0.03% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthfront's WMT Position: Q3 2018 in Review

Wealthfront increased its Walmart Inc (WMT) stake by 9.1% in Q3 2018, buying an estimated $352K and bringing the position to 137,958 shares worth $4.32M. The position accounts for 0.04% of the portfolio, ranked #69.

Wealthfront first reported a position in WMT in Q1 2014 and has held it in 19 quarters since. The position peaked at $5.94M in Q4 2017. 1,804 funds tracked by Wall St. Rank hold WMT as of Q3 2018.

  • Wealthfront held 137,958 shares of Walmart Inc worth $4.32M as of Q3 2018.
  • Wealthfront bought 11,517 Walmart Inc shares in Q3 2018, an estimated $352K.
  • Walmart Inc made up 0.04% of Wealthfront's portfolio in Q3 2018, its #69 holding.
  • Wealthfront first reported a position in Walmart Inc in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Walmart Inc position peaked at $5.94M in Q4 2017.
  • 1,804 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.