Back to WMT
ROI Financial Advisors, LLC → WMT
ROI Financial Advisors, LLC WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$5.8M
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.6M |
| Q4 2025 | $6.2M |
| Q1 2026 | $7M |
| Q2 2026 | $6.4M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 56.2K | — | — |
| Q2 2026 | $6.4M | 56.2K | — | — |
| Q1 2026 | $7M | 56.1K | — | — |
| Q4 2025 | $6.2M | 55.7K | — | — |
| Q3 2025 | $5.6M | 54.0K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B