A detailed history of Lyell Wealth Management, LP transactions in Walmart Inc. stock. As of the latest transaction made, Lyell Wealth Management, LP holds 5,807 shares of WMT stock, worth $404,283. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,807
Previous 1,562 271.77%
Holding current value
$404,283
Previous $246,000 41.87%
% of portfolio
0.04%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$58.61 - $175.86 $248,799 - $746,525
4,245 Added 271.77%
5,807 $349,000
Q4 2023

Feb 02, 2024

BUY
$150.86 - $169.78 $5,280 - $5,942
35 Added 2.29%
1,562 $246,000
Q2 2023

Aug 04, 2023

SELL
$146.06 - $157.73 $730 - $788
-5 Reduced 0.33%
1,527 $240,000
Q1 2023

May 03, 2023

BUY
$136.97 - $147.45 $684 - $737
5 Added 0.33%
1,532 $225,000
Q4 2022

Jan 24, 2023

BUY
$128.56 - $153.48 $196,311 - $234,363
1,527 New
1,527 $0
Q2 2022

Jul 28, 2022

SELL
$118.29 - $159.87 $182,403 - $246,519
-1,542 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$133.53 - $149.87 $8,412 - $9,441
63 Added 4.26%
1,542 $230,000
Q4 2021

Feb 08, 2022

BUY
$135.47 - $151.28 $5,147 - $5,748
38 Added 2.64%
1,479 $215,000
Q2 2021

Aug 09, 2021

BUY
$135.17 - $142.42 $194,779 - $205,227
1,441 New
1,441 $203,000

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $189B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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