Back to WMT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WMT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WMT Position History
Walmart Inc.
Quarters held
16
Latest value
$285.7M
Q3 2026
Peak value
$343.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $287.6M |
| Q3 2025 | $2.7M |
| Q4 2025 | $343.6M |
| Q4 2025 | $4.4M |
| Q1 2026 | $241.7M |
| Q1 2026 | $3.1M |
| Q2 2026 | $34K |
| Q2 2026 | $56K |
| Q2 2026 | $11K |
| Q2 2026 | $22K |
| Q2 2026 | $11K |
| Q2 2026 | $22K |
| Q2 2026 | $264.9M |
| Q2 2026 | $4.4M |
| Q3 2026 | $11K |
| Q3 2026 | $285.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $285.7M | 2.73M | — | — |
| Q3 2026 | $11K | 100 | — | — |
| Q2 2026 | $4.4M | 177.0K | — | — |
| Q2 2026 | $264.9M | 2.36M | — | — |
| Q2 2026 | $22K | 200 | — | — |
| Q2 2026 | $11K | 100 | — | — |
| Q2 2026 | $22K | 200 | — | — |
| Q2 2026 | $11K | 100 | — | — |
| Q2 2026 | $56K | 500 | — | — |
| Q2 2026 | $34K | 300 | — | — |
| Q1 2026 | $3.1M | 123.8K | — | — |
| Q1 2026 | $241.7M | 1.96M | — | — |
| Q4 2025 | $4.4M | 153.8K | — | — |
| Q4 2025 | $343.6M | 3.00M | — | — |
| Q3 2025 | $2.7M | 145.9K | — | — |
| Q3 2025 | $287.6M | 2.79M | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B