CIBC Private Wealth Advisors, Inc. WMT — WALMART STORES INC COMMON

Ownership history in CIBC Private Wealth Advisors, Inc.  ·  12 quarters on record

AI Ownership Summary

CIBC Private Wealth Advisors, Inc. reported WALMART STORES INC COMMON (WMT) in 12 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIBC Private Wealth Advisors, Inc.'s position in WALMART STORES INC COMMON, 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
—

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
—

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

Time in book
Holding Window
12 quarters

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 CIBC Private Wealth Advisors, Inc. fund profile CIBC Private Wealth Advisors, Inc. full holdings
How CIBC Private Wealth 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Hexagon Capital Partners LLC 3Y 40.04% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% Empirical Capital Management, LLC 3Y 7Y 12.66% Legacy Capital Wealth Partners, LLC 3Y 12.58% NEW WAVE WEALTH ADVISORS LLC 12.14% FLP Wealth Management, LLC 11.39% Forty-three Eighteen Advisors, LLC 10.89%

FAQ About CIBC Private Wealth 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 CIBC Private Wealth Advisors, Inc. reported owning WMT?

CIBC Private Wealth Advisors, Inc. reported WMT across 0 quarterly 13F filings.

What was the largest reported WMT position in CIBC Private Wealth Advisors, Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for WMT in CIBC Private Wealth Advisors, Inc..

What is the latest reported WMT position on this page?

The most recent filing on this page is 2003 Q4, when CIBC Private Wealth Advisors, Inc. reported 1,950,068 shares, equal to 2.76% of portfolio, with an estimated market value of $103.5M.

What does the chart on this WMT ownership page compare?

The chart compares CIBC Private Wealth 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 CIBC Private Wealth Advisors, Inc. time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, CIBC Private Wealth Advisors, Inc. correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on WMT relative to SPY over the holding period was +4.3%.

← Back to CIBC Private Wealth Advisors, Inc. Holdings