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HERITAGE INVESTORS MANAGEMENT CORP → WMT
HERITAGE INVESTORS MANAGEMENT CORP WMT Position History
Walmart Inc.
Quarters held
10
Latest value
$1.5M
Q3 2026
Peak value
$59.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $51.3M |
| Q3 2025 | $1.3M |
| Q4 2025 | $54.8M |
| Q4 2025 | $1.9M |
| Q1 2026 | $59.4M |
| Q1 2026 | $1.7M |
| Q2 2026 | $53.5M |
| Q2 2026 | $1.5M |
| Q3 2026 | $49.2M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 49.8K | — | — |
| Q3 2026 | $49.2M | 473.1K | — | — |
| Q2 2026 | $1.5M | 55.2K | — | — |
| Q2 2026 | $53.5M | 472.5K | — | — |
| Q1 2026 | $1.7M | 62.6K | — | — |
| Q1 2026 | $59.4M | 477.8K | — | — |
| Q4 2025 | $1.9M | 65.2K | — | — |
| Q4 2025 | $54.8M | 491.6K | — | — |
| Q3 2025 | $1.3M | 67.1K | — | — |
| Q3 2025 | $51.3M | 498.0K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B