YWP
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YorkBridge Wealth Partners’s Walmart Inc WMT Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.06M Sell
22,362
-327
-1% -$15.5K 0.27% 83
2022
Q3 		$981K Buy
22,689
+666
+3% +$29.2K 0.25% 81
2022
Q2 		$893K Sell
22,023
-2,364
-10% -$109K 0.23% 86
2022
Q1 		$1.21M Buy
24,387
+12
+0% +$563 0.27% 80
2021
Q4 		$1.18M Buy
24,375
+375
+2% +$17.9K 0.26% 77
2021
Q3 		$1.11M Buy
24,000
+558
+2% +$26.9K 0.28% 76
2021
Q2 		$1.1M Sell
23,442
-3,675
-14% -$171K 0.29% 74
2021
Q1 		$1.23M Buy
27,117
+204
+0.8% +$9.45K 0.36% 65
2020
Q4 		$1.29M Sell
26,913
-30
-0.1% -$1.46K 0.43% 61
2020
Q3 		$1.26M Buy
26,943
+9,042
+51% +$402K 0.53% 57
2020
Q2 		$715K Sell
17,901
-192
-1% -$7.9K 0.33% 71
2020
Q1 		$685K Buy
18,093
+3,900
+27% +$150K 0.42% 66
2019
Q4 		$562K Buy
14,193
+630
+5% +$25K 0.26% 92
2019
Q3 		$537K Sell
13,563
-600
-4% -$22.6K 0.27% 91
2019
Q2 		$522K Hold
14,163
– – 0.23% 91
2019
Q1 		$460K Buy
14,163
+1,800
+15% +$58.4K 0.21% 99
2018
Q4 		$384K Sell
12,363
-600
-5% -$19.2K 0.2% 108
2018
Q3 		$408K Buy
12,963
+30
+0.2% +$918 0.19% 113
2018
Q2 		$369K Sell
12,933
-735
-5% -$20.9K 0.16% 125
2018
Q1 		$389K Hold
13,668
– – 0.18% 120
2017
Q4 		$456K Buy
13,668
+1,473
+12% +$45.1K 0.22% 99
2017
Q3 		$318K Sell
12,195
-1,245
-9% -$32.7K 0.17% 122
2017
Q2 		$338K Sell
13,440
-45
-0.3% -$1.14K 0.18% 119
2017
Q1 		$339K Sell
13,485
-5,856
-30% -$135K 0.18% 118
2016
Q4 		$459K Buy
+19,341
New +$451K 0.27% 88

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's WMT Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Walmart Inc (WMT) stake by 1.4% in Q4 2022, selling an estimated $15.5K and leaving 22,362 shares worth $1.06M. The position accounts for 0.27% of the portfolio, ranked #83.

YorkBridge Wealth Partners first reported a position in WMT in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.29M in Q4 2020. 2,805 funds tracked by Wall St. Rank hold WMT as of Q4 2022.

  • YorkBridge Wealth Partners held 22,362 shares of Walmart Inc worth $1.06M as of Q4 2022.
  • YorkBridge Wealth Partners sold 327 Walmart Inc shares in Q4 2022, an estimated $15.5K.
  • Walmart Inc made up 0.27% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #83 holding.
  • YorkBridge Wealth Partners first reported a position in Walmart Inc in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Walmart Inc position peaked at $1.29M in Q4 2020.
  • 2,805 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.