WMT WALMART INC

Ownership history in Donor Advised Charitable Giving, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, 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
0.1% (2025 Q1)
Avg. % of fund
0.08%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 31,000 0% 0.06% $3.2M $102.64
2025 Q2 REDUCED 31,000 -9,000 -22.5% 0.06% $3.0M $97.15
2025 Q1 UNCHANGED 40,000 0% 0.10% $3.5M $87.02
2024 Q4 UNCHANGED 40,000 0% 0.08% $3.6M $89.31
2024 Q3 UNCHANGED 40,000 0% 0.08% $3.2M $79.64
2024 Q2 INITIATED 40,000 0.06% $2.7M
% of Fund (quarterly)    WMT price (monthly, adj. close)
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