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ASSET PLANNING SERVICES INC /LA/ /ADV → WMT
ASSET PLANNING SERVICES INC /LA/ /ADV WMT Position History
Walmart Inc.
Quarters held
4
Latest value
$9.1M
Q3 2026
Peak value
$11.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.3M |
| Q1 2026 | $11.5M |
| Q2 2026 | $10M |
| Q3 2026 | $9.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.1M | 87.3K | — | — |
| Q2 2026 | $10M | 88.1K | — | — |
| Q1 2026 | $11.5M | 92.8K | — | — |
| Q4 2025 | $10.3M | 92.9K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B