Back to WMT
Kestra Advisory Services, LLC → WMT
Kestra Advisory Services, LLC WMT Position History
Walmart Inc.
Quarters held
15
Latest value
$2.9M
Q3 2026
Peak value
$116.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q3 2025 | $87.8M |
| Q3 2025 | $1.9M |
| Q4 2025 | $2.5M |
| Q4 2025 | $96.9M |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.6M |
| Q1 2026 | $116.4M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.7M |
| Q2 2026 | $99.8M |
| Q2 2026 | $5.7M |
| Q3 2026 | $2.8M |
| Q3 2026 | $95.5M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 93.0K | — | — |
| Q3 2026 | $95.5M | 918.6K | — | — |
| Q3 2026 | $2.8M | 89.3K | — | — |
| Q2 2026 | $5.7M | 213.5K | — | — |
| Q2 2026 | $99.8M | 880.8K | — | — |
| Q2 2026 | $2.7M | 87.9K | — | — |
| Q1 2026 | $2.6M | 93.4K | — | — |
| Q1 2026 | $116.4M | 936.9K | — | — |
| Q1 2026 | $2.6M | 88.6K | — | — |
| Q4 2025 | $2.7M | 94.9K | — | — |
| Q4 2025 | $96.9M | 869.5K | — | — |
| Q4 2025 | $2.5M | 83.7K | — | — |
| Q3 2025 | $1.9M | 97.7K | — | — |
| Q3 2025 | $87.8M | 851.5K | — | — |
| Q3 2025 | $2.5M | 86.8K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B