Back to WMT

Fulcrum Equity Management → WMT

Fulcrum Equity Management WMT Position History

Walmart Inc.

Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.9M
Q1 2026$2.1M
Q2 2026$1.9M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M16.5K——
Q2 2026$1.9M16.9K——
Q1 2026$2.1M16.8K——
Q4 2025$1.9M16.8K——
Q3 2025$1.6M15.7K——

Other funds holding WMT

Other Fulcrum Equity Management positions

ETHA

ISHARES TR

$18M
ETHA

ISHARES TR

$12.3M
ETHA

ISHARES TR

$11.6M
ETHA

ISHARES TR

$11.5M
ETHA

ISHARES TR

$10.6M
ETHA

ISHARES INC

$9.5M
ETHA

ISHARES INC

$9.4M
SPY

SPDR S&P 500 ETF TR

$9M