Wipfli Financial Advisors’s Walmart Inc WMT Stock Holding History

Wipfli Financial Advisors’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 Q3	$1.83M	Buy	+42,306	New	+$1.85M	0.13%	75

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wipfli Financial Advisors's WMT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Walmart Inc (WMT) in Q3 2022: 42,306 shares worth $1.83M. The stake represents 0.13% of the portfolio and ranks #75 among its holdings.

2,600 funds tracked by Wall St. Rank hold WMT as of Q3 2022.

Wipfli Financial Advisors held 42,306 shares of Walmart Inc worth $1.83M as of Q3 2022.
Walmart Inc was a new Wipfli Financial Advisors position in Q3 2022.
Walmart Inc made up 0.13% of Wipfli Financial Advisors's portfolio in Q3 2022, its #75 holding.
2,600 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.