Back to WMT
Finer Wealth Management, Inc. → WMT
Finer Wealth Management, Inc. WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5M |
| Q4 2025 | $5.5M |
| Q1 2026 | $6.1M |
| Q2 2026 | $5.5M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 49.0K | — | — |
| Q2 2026 | $5.5M | 48.7K | — | — |
| Q1 2026 | $6.1M | 49.2K | — | — |
| Q4 2025 | $5.5M | 49.7K | — | — |
| Q3 2025 | $5M | 48.8K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B