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Strategic Financial Group, LLC → WMT
Strategic Financial Group, LLC WMT Position History
Walmart Inc.
Quarters held
3
Latest value
$237K
Q3 2026
Peak value
$283K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $283K |
| Q2 2026 | $258K |
| Q3 2026 | $237K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $237K | 2.3K | — | — |
| Q2 2026 | $258K | 2.3K | — | — |
| Q1 2026 | $283K | 2.3K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B