4WEALTH ADVISORS, INC. WMT — WALMART INC

Ownership history in 4WEALTH ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

4WEALTH ADVISORS, INC. reported WALMART INC (WMT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.46% in 2026 Q1. The latest visible filing shows WMT at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4WEALTH ADVISORS, INC.'s position in WALMART INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMT was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMT stock page 4WEALTH ADVISORS, INC. fund profile 4WEALTH ADVISORS, INC. full holdings
How 4WEALTH ADVISORS, INC. held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,824 -196 -1.4% 1.46% $1.7M 2026-04-27 $127.59
2025 Q4 ADDED — — — 14,020 +685 +5.1% 1.33% $1.6M 2026-01-21 $119.12
2025 Q3 ADDED — — — 13,335 +477 +3.7% 1.23% $1.4M 2025-10-28 $102.75
2025 Q2 REDUCED 9.0% +5.7% ❌ 12,858 -1,272 -9.0% 1.28% $1.3M 2025-08-04 $98.95
2025 Q1 REDUCED 7.7% +11.6% ❌ 14,130 -1,176 -7.7% 1.35% $1.2M 2025-05-05 $98.46
2024 Q4 INITIATED — — — 15,306 — — 1.39% $1.4M 2025-02-14 $102.84

🏢 Other funds also holding WMT

As of 2026 Q1 — sorted by position size

Narus Financial Partners, LLC 3Y 7Y 43.9% HERITAGE OAK WEALTH ADVISORS LLC 42.99% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% FLP Wealth Management, LLC 11.39% Walker Asset Management, LLC 3Y 8.79% Investment Management Trust, LLC 6.99% R.H. Investment Group, LLC 6.17% Constitution Capital LLC 3Y 5.89% SeaTown Holdings Pte. Ltd. 3Y 7Y 5.63%

FAQ About 4WEALTH ADVISORS, INC. and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4WEALTH ADVISORS, INC. reported owning WMT?

4WEALTH ADVISORS, INC. reported WMT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WMT position in 4WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for WMT was 1.46% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when 4WEALTH ADVISORS, INC. reported 13,824 shares, equal to 1.46% of portfolio, with an estimated market value of $1.7M.

What does the chart on this WMT ownership page compare?

The chart compares 4WEALTH ADVISORS, INC.'s quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4WEALTH ADVISORS, INC. time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, 4WEALTH ADVISORS, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on WMT relative to SPY over the holding period was +3.7%.

← Back to 4WEALTH ADVISORS, INC. Holdings