Back to WMT
WESPAC Advisors SoCal, LLC → WMT
WESPAC Advisors SoCal, LLC WMT Position History
Walmart Inc.
Quarters held
5
Latest value
$15.3M
Q3 2026
Peak value
$18.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.5M |
| Q4 2025 | $16.7M |
| Q1 2026 | $18.2M |
| Q2 2026 | $16.7M |
| Q3 2026 | $15.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.3M | 147.0K | — | — |
| Q2 2026 | $16.7M | 147.8K | — | — |
| Q1 2026 | $18.2M | 146.8K | — | — |
| Q4 2025 | $16.7M | 149.8K | — | — |
| Q3 2025 | $15.5M | 150.3K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B