Back to WMT
Community Financial Services Group, LLC → WMT
Community Financial Services Group, LLC WMT Position History
Walmart Inc.
Quarters held
16
Latest value
$4K
Q3 2026
Peak value
$14.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.5M |
| Q3 2025 | $97K |
| Q4 2025 | $13.2M |
| Q4 2025 | $101K |
| Q1 2026 | $394K |
| Q1 2026 | $14.6M |
| Q1 2026 | $29K |
| Q1 2026 | $4K |
| Q2 2026 | $337K |
| Q2 2026 | $12.7M |
| Q2 2026 | $28K |
| Q2 2026 | $4K |
| Q3 2026 | $318K |
| Q3 2026 | $11.9M |
| Q3 2026 | $33K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 145 | — | — |
| Q3 2026 | $33K | 1.1K | — | — |
| Q3 2026 | $11.9M | 114.2K | — | — |
| Q3 2026 | $318K | 3.1K | — | — |
| Q2 2026 | $4K | 145 | — | — |
| Q2 2026 | $28K | 1.1K | — | — |
| Q2 2026 | $12.7M | 116.8K | — | — |
| Q2 2026 | $337K | 3.1K | — | — |
| Q1 2026 | $4K | 145 | — | — |
| Q1 2026 | $29K | 1.1K | — | — |
| Q1 2026 | $14.6M | 117.2K | — | — |
| Q1 2026 | $394K | 3.2K | — | — |
| Q4 2025 | $101K | 903 | — | — |
| Q4 2025 | $13.2M | 118.3K | — | — |
| Q3 2025 | $97K | 938 | — | — |
| Q3 2025 | $12.5M | 121.5K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B