SEC 13F Intelligence

Waddell & Reed Financial Inc / WMT

Waddell & Reed Financial Inc’s Walmart Inc Position

Does Waddell & Reed Financial Inc own Walmart Inc (WMT)? Yes — 651.8K shares worth $89M (+0.18% of its 13F portfolio) as of Q1 2021, down from 1.27M shares the prior filed quarter.

Position Value
$89M
Q1 2021
Shares
651.8K
% of Portfolio
+0.18%
Quarters Held
10
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $187MQ4 ’18Q1 ’19: $252MQ2 ’19: $324MQ2 ’19Q3 ’19: $339MQ4 ’19: $301MQ4 ’19Q1 ’20: $275MQ2 ’20: $210MQ2 ’20Q3 ’20: $197MQ4 ’20: $183MQ4 ’20Q1 ’21: $89Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021651.8K$89M+0.18%
Q4 20201.27M$183M+0.39%
Q3 20201.41M$197M+0.47%
Q2 20201.75M$210M+0.54%
Q1 20202.42M$275M+0.89%
Q4 20192.53M$301M+0.75%
Q3 20192.86M$339M+0.88%
Q2 20192.93M$324M+0.80%
Q1 20192.59M$252M+0.62%
Q4 20182.01M$187M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of WMT.