Back to WMT
Financial & Tax Architects, LLC → WMT
Financial & Tax Architects, LLC WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$8M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q4 2025 | $8.8M |
| Q1 2026 | $8.9M |
| Q2 2026 | $8M |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 76.8K | — | — |
| Q2 2026 | $8M | 70.5K | — | — |
| Q1 2026 | $8.9M | 71.9K | — | — |
| Q4 2025 | $8.8M | 79.0K | — | — |
| Q3 2025 | $8.8M | 85.1K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B