Back to WMT
Mowery & Schoenfeld Wealth Management, LLC → WMT
Mowery & Schoenfeld Wealth Management, LLC WMT Position History
Walmart Inc.
Quarters held
8
Latest value
$9K
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $8K |
| Q1 2026 | $1.7M |
| Q1 2026 | $8K |
| Q2 2026 | $1.5M |
| Q2 2026 | $8K |
| Q3 2026 | $1.4M |
| Q3 2026 | $9K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9K | 283 | — | — |
| Q3 2026 | $1.4M | 13.6K | — | — |
| Q2 2026 | $8K | 283 | — | — |
| Q2 2026 | $1.5M | 13.6K | — | — |
| Q1 2026 | $8K | 283 | — | — |
| Q1 2026 | $1.7M | 13.6K | — | — |
| Q4 2025 | $8K | 283 | — | — |
| Q4 2025 | $1.5M | 13.7K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B