WMT — WALMART INC

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC 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
1.19% (2024 Q3)
Avg. % of fund
1.06%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 57,137 -139 -0.2% 1.19% $4.6M $79.81
2024 Q2 REDUCED 57,276 -129 -0.2% 1.07% $3.9M $66.73
2024 Q1 ADDED 57,405 +38,428 +202.5% 1.00% $3.5M $59.09
2023 Q4 REDUCED 18,977 -75 -0.4% 0.95% $3.0M $51.44
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)

Other funds also holding WMT

As of 2025 Q4 — sorted by position size

Hexagon Capital Partners LLC 3Y 47.27% Narus Financial Partners, LLC 3Y 7Y 42.45% HERITAGE OAK WEALTH ADVISORS LLC 36.25% CTC Alternative Strategies, Ltd. 3Y 7Y 18.51% TradeLink Capital LLC 3Y 7Y 15.82% Legacy Capital Wealth Partners, LLC 3Y 12.5% Empirical Capital Management, LLC 3Y 7Y 12.45% NEW WAVE WEALTH ADVISORS LLC 11.47% Forty-three Eighteen Advisors, LLC 10.32% TLW Wealth Management, LLC 3Y 7Y 9.57%
← Back to CIC Wealth, LLC Holdings