Back to WMT
WMG Financial Advisors, LLC → WMT
WMG Financial Advisors, LLC WMT Position History
Walmart Inc.
Quarters held
12
Latest value
$2.6M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q4 2025 | $101K |
| Q4 2025 | $52K |
| Q1 2026 | $2.8M |
| Q1 2026 | $58K |
| Q1 2026 | $96K |
| Q2 2026 | $2.6M |
| Q2 2026 | $53K |
| Q2 2026 | $69K |
| Q3 2026 | $69K |
| Q3 2026 | $53K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 22.7K | — | — |
| Q3 2026 | $53K | 464 | — | — |
| Q3 2026 | $69K | 607 | — | — |
| Q2 2026 | $69K | 607 | — | — |
| Q2 2026 | $53K | 464 | — | — |
| Q2 2026 | $2.6M | 22.7K | — | — |
| Q1 2026 | $96K | 773 | — | — |
| Q1 2026 | $58K | 464 | — | — |
| Q1 2026 | $2.8M | 22.6K | — | — |
| Q4 2025 | $52K | 464 | — | — |
| Q4 2025 | $101K | 903 | — | — |
| Q4 2025 | $2.4M | 21.3K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B