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Whalen Wealth Management Inc. → WMT
Whalen Wealth Management Inc. WMT Position History
Walmart Inc.
Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $890K |
| Q1 2026 | $959K |
| Q2 2026 | $4.1M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 36.9K | — | — |
| Q2 2026 | $4.1M | 36.5K | — | — |
| Q1 2026 | $959K | 7.7K | — | — |
| Q4 2025 | $890K | 8.0K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B