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SRH ADVISORS, LLC → WMT

SRH ADVISORS, LLC WMT Position History

Walmart Inc.

Quarters held
4
Latest value
$1.5M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2M
Q1 2026$2.2M
Q2 2026$1.6M
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M14.2K——
Q2 2026$1.6M14.2K——
Q1 2026$2.2M17.8K——
Q4 2025$2M17.8K——

Other funds holding WMT

Other SRH ADVISORS, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$28.3M
SCHW-PJ

Sch US Div Equity Etf

$27.7M
SCHW-PJ

Sch US Div Equity Etf

$27M
SCHW-PJ

SCHWAB STRATEGIC TR

$24.2M
JPM-PM

JPMORGAN CHASE & CO

$18.9M
JPM-PM

Jpmorgan Chase & Co

$18.7M
JPM-PM

JPMORGAN CHASE & CO

$18.4M
JPM-PM

Jpmorgan Chase & Co

$16.8M