Wilkinson Global Asset Management’s Walmart Inc WMT Stock Holding History

Wilkinson Global Asset 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
2024 Q2	–	Sell	-4,278	Closed	-$257K	–	86
2024 Q1	$257K	Hold	4,278	–	–	0.02%	77
2023 Q4	$225K	Sell	4,278 -150	-3%	-$7.94K	0.02%	83
2023 Q3	$236K	Hold	4,428	–	–	0.02%	85
2023 Q2	$232K	Hold	4,428	–	–	0.02%	87
2023 Q1	$218K	Hold	4,428	–	–	0.02%	89
2022 Q4	$209K	Buy	+4,428	New	+$210K	0.02%	93
2022 Q2	–	Sell	-4,428	Closed	-$220K	–	97
2022 Q1	$220K	Hold	4,428	–	–	0.01%	85
2021 Q4	$214K	Hold	4,428	–	–	0.01%	89
2021 Q3	$206K	Hold	4,428	–	–	0.01%	93
2021 Q2	$208K	Buy	+4,428	New	+$206K	0.01%	91

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wilkinson Global Asset Management's WMT Position: Q2 2024 in Review

Wilkinson Global Asset Management sold out of Walmart Inc (WMT) in Q2 2024, closing a stake of 4,278 shares — an estimated $257K sold.

Wilkinson Global Asset Management first reported a position in WMT in Q2 2021 and held it in 10 quarters. The position peaked at $257K in Q1 2024. 3,310 funds tracked by Wall St. Rank hold WMT as of Q2 2024.

Wilkinson Global Asset Management reported no remaining Walmart Inc position as of Q2 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 4,278 Walmart Inc shares in Q2 2024, an estimated $257K.
Wilkinson Global Asset Management first reported a position in Walmart Inc in Q2 2021 and held it in 10 quarters.
Wilkinson Global Asset Management's Walmart Inc position peaked at $257K in Q1 2024.
3,310 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.