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FULCRUM WEALTH ADVISORS, LLC → WMT
FULCRUM WEALTH ADVISORS, LLC WMT Position History
Walmart Inc.
Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $647K |
| Q1 2026 | $754K |
| Q2 2026 | $2M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 22.9K | — | — |
| Q2 2026 | $2M | 17.6K | — | — |
| Q1 2026 | $754K | 6.1K | — | — |
| Q4 2025 | $647K | 5.8K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B