Back to WMT

PUREfi Wealth, LLC → WMT

PUREfi Wealth, LLC WMT Position History

Walmart Inc.

Quarters held
5
Latest value
$6.2M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.4M
Q4 2025$6M
Q1 2026$8.4M
Q2 2026$6.9M
Q3 2026$6.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.2M59.9K——
Q2 2026$6.9M60.7K——
Q1 2026$8.4M67.3K——
Q4 2025$6M54.3K——
Q3 2025$3.4M32.9K——

Other funds holding WMT

Other PUREfi Wealth, LLC positions

ETHA

ISHARES TR

$9.3M
ETHA

ISHARES TR

$8.7M
SYK

STRYKER CORPORATION

$7.9M
AAPL

APPLE INC

$7.8M
SYK

STRYKER CORPORATION

$7.5M
SYK

STRYKER CORPORATION

$7M
SYK

STRYKER CORPORATION

$6.7M
ETHA

ISHARES TR

$6.4M