WMT - Wal-Mart Stores Inc
This page shows which of the focused investors we track hold WMT and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2017 it was held by 13 managers with an aggregate reported value of $3.11B, which is 0.39% of the combined portfolio.
As of Q1 2017, 13 tracked institutional managers held WMT (Wal-Mart Stores Inc) with an aggregate reported value of $3.11B — 0.39% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2017
- Ticker
- WMT
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.31% | Reduce -1.8% | 21,385,083 | $1.54B |
| 2 | Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | 4.43% | - | 11,603,000 | $836.34M |
| 3 | Richard Pzena - Pzena Investment Management | 2.08% | Add +3.2% | 5,115,038 | $368.69M |
| 4 | Harry Burn - Sound Shore | 2.73% | Add +7.7% | 2,284,073 | $164.64M |
| 5 | Warren Buffett - Berkshire Hathaway | 0.06% | - | 1,393,513 | $100.45M |
| 6 | Yacktman Asset Management - Yacktman Asset Management | 0.72% | Reduce -0.3% | 1,066,947 | $76.91M |
| 7 | Tweedy Browne Co. - Tweedy Browne Value Fund | 0.53% | Reduce -1.9% | 255,015 | $18.38M |
| 8 | Thomas Russo - Gardner Russo & Quinn | 0.01% | Reduce -32.0% | 10,019 | $722K |
| 9 | First Eagle - First Eagle Investment Management | 0.00% | - | 7,686 | $554K |
| 10 | Steven Check - Check Capital Management | 0.05% | Reduce -89.4% | 7,621 | $549K |
| 11 | Jensen Investment Management - Jensen Investment Management | 0.01% | - | 5,830 | $420K |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | Add +1.9% | 5,445 | $392K |
| 13 | David Katz - Matrix Asset Advisors | 0.06% | Reduce -4.9% | 5,020 | $362K |
Loading holder history for WMT…