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CrossGen Wealth, LLC WMT Position History
Walmart Inc.
Quarters held
8
Latest value
$526
Q3 2026
Peak value
$4.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.4M |
| Q4 2025 | $548 |
| Q1 2026 | $4.9M |
| Q1 2026 | $467 |
| Q2 2026 | $4.4M |
| Q2 2026 | $453 |
| Q3 2026 | $4.1M |
| Q3 2026 | $526 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $526 | 17 | — | — |
| Q3 2026 | $4.1M | 39.4K | — | — |
| Q2 2026 | $453 | 17 | — | — |
| Q2 2026 | $4.4M | 38.9K | — | — |
| Q1 2026 | $467 | 17 | — | — |
| Q1 2026 | $4.9M | 39.3K | — | — |
| Q4 2025 | $548 | 19 | — | — |
| Q4 2025 | $4.4M | 39.7K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B