Back to WMT
Pines Wealth Management, LLC → WMT
Pines Wealth Management, LLC WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $5.9M |
| Q1 2026 | $5M |
| Q2 2026 | $4.5M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 40.9K | — | — |
| Q2 2026 | $4.5M | 39.8K | — | — |
| Q1 2026 | $5M | 40.1K | — | — |
| Q4 2025 | $5.9M | 52.8K | — | — |
| Q3 2025 | $5.5M | 53.0K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B