WMT WALMART INC COM

Ownership history in Colonial Trust Co / SC  ·  14 quarters on record

AI Ownership Summary

Colonial Trust Co / SC reported WALMART INC COM (WMT) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.31% in 2025 Q4. The latest visible filing shows WMT at 1.31% 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. 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 Colonial Trust Co / SC's position in WALMART INC COM, 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
2025 Q4

WMT was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Colonial Trust Co / SC held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 88,332 -2,627 -2.9% 1.31% $9.8M 2026-02-14 (Est.) $133.62
2025 Q3 ADDED 90,959 +680 +0.8% 1.26% $9.4M 2025-11-10 $102.00
2025 Q2 REDUCED 90,279 -1,780 -1.9% 1.29% $8.8M 2025-08-13 $100.34
2025 Q1 REDUCED 92,059 -5,432 -5.6% 1.25% $8.1M 2025-05-14 $96.21
2024 Q4 ADDED 97,491 +7,265 +8.1% 1.31% $8.8M 2025-02-14 $102.84
2024 Q3 ADDED 90,226 +9,011 +11.1% 1.12% $7.3M 2024-11-12 $83.83
2024 Q2 ADDED 81,215 +4,370 +5.7% 0.97% $5.5M 2024-08-14 $67.53
2024 Q1 ADDED 76,845 +51,485 +203.0% 0.87% $4.6M 2024-05-14 $58.87
2023 Q4 ADDED 25,360 +3,613 +16.6% 0.83% $4.0M 2024-02-14 $54.90
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Colonial Trust Co / SC and WMT

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

How long has Colonial Trust Co / SC reported owning WMT?

Colonial Trust Co / SC reported WMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMT position in Colonial Trust Co / SC's portfolio?

The largest reported portfolio weight for WMT was 1.31% in 2025 Q4.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when Colonial Trust Co / SC reported 88,332 shares, equal to 1.31% of portfolio, with an estimated market value of $9.8M.

What does the chart on this WMT ownership page compare?

The chart compares Colonial Trust Co / SC'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.

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