W
WMT icon

WealthStone’s Walmart Inc WMT Stock Holding History

WealthStone’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
2021
Q1 		$845K Sell
18,672
-12
-0.1% -$556 0.29% 54
2020
Q4 		$898K Buy
18,684
+2,292
+14% +$111K 0.32% 44
2020
Q3 		$764K Sell
16,392
-75
-0.5% -$3.33K 0.35% 42
2020
Q2 		$657K Buy
+16,467
New +$677K 0.31% 43
2019
Q3 		– Sell
-4,011
Closed -$148K – 605
2019
Q2 		$148K Buy
+4,011
New +$138K 0.07% 121

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WealthStone's WMT Position: Q1 2021 in Review

WealthStone reduced its Walmart Inc (WMT) stake by 0.06% in Q1 2021, selling an estimated $556 and leaving 18,672 shares worth $845K. The position accounts for 0.29% of the portfolio, ranked #54.

WealthStone first reported a position in WMT in Q2 2019 and has held it in 5 quarters since. The position peaked at $898K in Q4 2020. 2,486 funds tracked by Wall St. Rank hold WMT as of Q1 2021.

  • WealthStone held 18,672 shares of Walmart Inc worth $845K as of Q1 2021.
  • WealthStone sold 12 Walmart Inc shares in Q1 2021, an estimated $556.
  • Walmart Inc made up 0.29% of WealthStone's portfolio in Q1 2021, its #54 holding.
  • WealthStone first reported a position in Walmart Inc in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's Walmart Inc position peaked at $898K in Q4 2020.
  • 2,486 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.