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NEW WAVE WEALTH ADVISORS LLC → WMT
NEW WAVE WEALTH ADVISORS LLC WMT Position History
Walmart Inc.
Quarters held
6
Latest value
$30.7M
Q3 2026
Peak value
$35M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28.8M |
| Q4 2025 | $31.4M |
| Q1 2026 | $35M |
| Q2 2026 | $31M |
| Q2 2026 | $31M |
| Q3 2026 | $30.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $30.7M | 273.6K | — | — |
| Q2 2026 | $31M | 273.9K | — | — |
| Q2 2026 | $31M | 273.9K | — | — |
| Q1 2026 | $35M | 281.0K | — | — |
| Q4 2025 | $31.4M | 280.9K | — | — |
| Q3 2025 | $28.8M | 279.6K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B
Other NEW WAVE WEALTH ADVISORS LLC positions
FTAIM
$15.6MFIRST TR EXCHNG TRADED FD VI
FTAIM
$14.9MFIRST TR EXCHNG TRADED FD VI
SPY
$14MSTATE STR SPDR S&P 500 ETF T
FPF
$13MFIRST TR EXCHANGE-TRADED ALP
FPF
$13MFIRST TR EXCHANGE-TRADED ALP
JPM-PM
$11.8MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$11.8MJ P MORGAN EXCHANGE TRADED F
FPF
$11.7MFIRST TR EXCHANGE-TRADED ALP