Back to WMT
Ascent Wealth Partners, LLC → WMT
Ascent Wealth Partners, LLC WMT Position History
Walmart Inc.
Quarters held
4
Latest value
$13.8M
Q3 2026
Peak value
$15.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.7M |
| Q1 2026 | $15.6M |
| Q2 2026 | $14.9M |
| Q3 2026 | $13.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.8M | 132.8K | — | — |
| Q2 2026 | $14.9M | 131.7K | — | — |
| Q1 2026 | $15.6M | 125.6K | — | — |
| Q4 2025 | $13.7M | 123.4K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B