WMT WALMART INC

Ownership history in BENJAMIN EDWARDS INC  ·  28 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in WALMART INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.24% (2024 Q2)
Avg. % of fund
0.77%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 671,349 -172,830 -20.5% 0.83% $74.8M $111.18
2025 Q3 ADDED 844,179 +72,881 +9.4% 0.98% $87.0M $102.64
2025 Q2 ADDED 771,298 +5,956 +0.8% 0.96% $75.4M $97.15
2025 Q1 ADDED 765,342 +14,212 +1.9% 0.94% $67.2M $87.02
2024 Q4 ADDED 751,130 +15,700 +2.1% 0.97% $67.9M $89.31
2024 Q3 ADDED 735,430 +639,921 +670.0% 0.86% $59.4M $79.64
2024 Q2 ADDED 95,509 +18,666 +24.3% 1.24% $6.5M $66.59
2024 Q1 ADDED 76,843 +51,160 +199.2% 0.92% $4.6M $58.97
2023 Q4 REDUCED 25,683 -2,183 -7.8% 0.88% $4.0M $51.33
2023 Q3 ADDED 27,866 +4,559 +19.6% 1.06% $4.5M $51.88
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)
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