Back to WMT
HERITAGE OAK WEALTH ADVISORS LLC → WMT
HERITAGE OAK WEALTH ADVISORS LLC WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$112.6M
Q3 2026
Peak value
$135.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $94.8M |
| Q4 2025 | $98.1M |
| Q1 2026 | $135.3M |
| Q2 2026 | $121M |
| Q3 2026 | $112.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $112.6M | 1.08M | — | — |
| Q2 2026 | $121M | 1.07M | — | — |
| Q1 2026 | $135.3M | 1.09M | — | — |
| Q4 2025 | $98.1M | 878.4K | — | — |
| Q3 2025 | $94.8M | 919.7K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B