Back to WMT
Heritage Wealth Management, Inc. → WMT
Heritage Wealth Management, Inc. WMT Position History
Walmart Inc.
Quarters held
4
Latest value
$7.1M
Q3 2026
Peak value
$8.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q4 2025 | $8.1M |
| Q2 2026 | $8M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 68.6K | — | — |
| Q2 2026 | $8M | 70.5K | — | — |
| Q4 2025 | $8.1M | 72.5K | — | — |
| Q3 2025 | $7.5M | 73.1K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B