Back to WMT
Summit Place Financial Advisors, LLC → WMT
Summit Place Financial Advisors, LLC WMT Position History
Walmart Inc.
Quarters held
8
Latest value
$2M
Q3 2026
Peak value
$4.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.7M |
| Q4 2025 | $3M |
| Q1 2026 | $4.9M |
| Q1 2026 | $2.6M |
| Q2 2026 | $4.4M |
| Q2 2026 | $2.5M |
| Q3 2026 | $3.7M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 63.7K | — | — |
| Q3 2026 | $3.7M | 35.7K | — | — |
| Q2 2026 | $2.5M | 94.0K | — | — |
| Q2 2026 | $4.4M | 39.0K | — | — |
| Q1 2026 | $2.6M | 96.1K | — | — |
| Q1 2026 | $4.9M | 39.5K | — | — |
| Q4 2025 | $3M | 104.7K | — | — |
| Q4 2025 | $4.7M | 42.2K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B