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Bridgelight Financial Advisors, Inc. → WMT

Bridgelight Financial Advisors, Inc. WMT Position History

Walmart Inc.

Quarters held
4
Latest value
$7.3M
Q3 2026
Peak value
$9.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.2M
Q1 2026$9.2M
Q2 2026$8M
Q3 2026$7.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.3M70.5K——
Q2 2026$8M70.6K——
Q1 2026$9.2M73.9K——
Q4 2025$8.2M74.0K——

Other funds holding WMT

Other Bridgelight Financial Advisors, Inc. positions

CAT

CATERPILLAR INC

$12.4M
STT-PG

SELECT SECTOR SPDR TR

$12.3M
STT-PG

SELECT SECTOR SPDR TR

$11.9M
STT-PG

SELECT SECTOR SPDR TR

$11.7M
SPY

SPDR S&P 500 ETF TR

$11.6M
CAT

CATERPILLAR INC

$11.5M
STT-PG

SELECT SECTOR SPDR TR

$11.4M
SPY

STATE STR SPDR S&P 500 ETF T

$11.1M