Back to WMT
Edge Wealth Management LLC → WMT
Edge Wealth Management LLC WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$21.8M
Q3 2026
Peak value
$25.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.3M |
| Q4 2025 | $23.8M |
| Q1 2026 | $25.9M |
| Q2 2026 | $23.6M |
| Q3 2026 | $21.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.8M | 208.3K | — | — |
| Q2 2026 | $23.6M | 208.3K | — | — |
| Q1 2026 | $25.9M | 208.5K | — | — |
| Q4 2025 | $23.8M | 213.6K | — | — |
| Q3 2025 | $22.3M | 216.7K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B