Back to WMT
Greystone Financial Group, LLC → WMT
Greystone Financial Group, LLC WMT Position History
Walmart Inc.
Quarters held
4
Latest value
$6.6M
Q3 2026
Peak value
$17.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.8M |
| Q1 2026 | $8M |
| Q2 2026 | $7.1M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 63.3K | — | — |
| Q2 2026 | $7.1M | 62.6K | — | — |
| Q1 2026 | $8M | 64.8K | — | — |
| Q4 2025 | $17.8M | 160.0K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B