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Wellington Shields & Co., LLC → WMT
Wellington Shields & Co., LLC WMT Position History
Walmart Inc.
Quarters held
9
Latest value
$1.6M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q3 2025 | $279K |
| Q4 2025 | $4M |
| Q4 2025 | $409K |
| Q1 2026 | $4.5M |
| Q1 2026 | $386K |
| Q2 2026 | $4.2M |
| Q2 2026 | $375K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 15.2K | — | — |
| Q2 2026 | $375K | 14.1K | — | — |
| Q2 2026 | $4.2M | 37.0K | — | — |
| Q1 2026 | $386K | 14.1K | — | — |
| Q1 2026 | $4.5M | 36.0K | — | — |
| Q4 2025 | $409K | 14.2K | — | — |
| Q4 2025 | $4M | 36.0K | — | — |
| Q3 2025 | $279K | 14.3K | — | — |
| Q3 2025 | $3.7M | 36.0K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B