Back to WMT
JGP Wealth Management, LLC → WMT
JGP Wealth Management, LLC WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$14.1M
Q3 2026
Peak value
$15.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.8M |
| Q4 2025 | $14.2M |
| Q1 2026 | $15.9M |
| Q2 2026 | $14.9M |
| Q3 2026 | $14.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.1M | 135.2K | — | — |
| Q2 2026 | $14.9M | 131.7K | — | — |
| Q1 2026 | $15.9M | 128.1K | — | — |
| Q4 2025 | $14.2M | 127.6K | — | — |
| Q3 2025 | $12.8M | 126.0K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B