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Finivi Inc. WMT Position History
Walmart Inc.
Quarters held
13
Latest value
$5.2M
Q3 2026
Peak value
$6.5M
First seen
Q4 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2021 | $3.1M |
| Q4 2023 | $3.3M |
| Q1 2024 | $3.7M |
| Q2 2024 | $4.3M |
| Q3 2024 | $5M |
| Q4 2024 | $4.6M |
| Q1 2025 | $4.4M |
| Q2 2025 | $5M |
| Q3 2025 | $5.3M |
| Q4 2025 | $5.4M |
| Q1 2026 | $6.5M |
| Q2 2026 | $5.5M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 49.7K | — | — |
| Q2 2026 | $5.5M | 48.9K | — | — |
| Q1 2026 | $6.5M | 52.0K | — | — |
| Q4 2025 | $5.4M | 48.8K | — | — |
| Q3 2025 | $5.3M | 51.0K | — | — |
| Q2 2025 | $5M | 50.7K | — | — |
| Q1 2025 | $4.4M | 50.0K | — | — |
| Q4 2024 | $4.6M | 50.5K | — | — |
| Q3 2024 | $5M | 62.0K | — | — |
| Q2 2024 | $4.3M | 63.2K | — | — |
| Q1 2024 | $3.7M | 61.8K | — | — |
| Q4 2023 | $3.3M | 20.7K | — | — |
| Q4 2021 | $3.1M | 20.8K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B