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Roxbury Financial LLC → WMT

Roxbury Financial LLC WMT Position History

Walmart Inc.

Quarters held
4
Latest value
$2.3M
Q3 2026
Peak value
$2.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.3M
Q1 2026$2.7M
Q2 2026$2.5M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M22.2K——
Q2 2026$2.5M21.7K——
Q1 2026$2.7M21.7K——
Q4 2025$2.3M20.8K——

Other funds holding WMT

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