Ownership history in Exeter Financial, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Exeter Financial, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 39,802 | -293 | -0.7% | 1.89% | $4.4M | $111.18 |
| 2025 Q3 | REDUCED | 40,095 | -8,461 | -17.4% | 1.78% | $4.1M | $102.64 |
| 2025 Q2 | REDUCED | 48,556 | -14,177 | -22.6% | 2.11% | $4.7M | $97.15 |
| 2025 Q1 | REDUCED | 62,733 | -12,776 | -16.9% | 2.47% | $5.5M | $87.02 |
| 2024 Q4 | REDUCED | 75,509 | -2,918 | -3.7% | 3.12% | $6.8M | $89.31 |
| 2024 Q3 | REDUCED | 78,427 | -5,730 | -6.8% | 2.81% | $6.3M | $79.64 |
| 2024 Q2 | REDUCED | 84,157 | -6,382 | -7.0% | 2.72% | $5.7M | $66.59 |
| 2024 Q1 | ADDED | 90,539 | +60,450 | +200.9% | 2.48% | $5.4M | $58.97 |
| 2023 Q4 | ADDED | 30,089 | +497 | +1.7% | 2.32% | $4.8M | $51.33 |
| 2023 Q3 | REDUCED | 29,592 | -240 | -0.8% | 2.50% | $4.7M | $51.88 |
As of 2025 Q4 — sorted by position size