Back to WMT
JAMES INVESTMENT RESEARCH, INC. → WMT
JAMES INVESTMENT RESEARCH, INC. WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$13.4M
Q3 2026
Peak value
$19M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.9M |
| Q4 2025 | $18.4M |
| Q1 2026 | $19M |
| Q2 2026 | $15.2M |
| Q3 2026 | $13.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.4M | 129.0K | — | — |
| Q2 2026 | $15.2M | 134.6K | — | — |
| Q1 2026 | $19M | 153.2K | — | — |
| Q4 2025 | $18.4M | 165.4K | — | — |
| Q3 2025 | $17.9M | 173.2K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B