Ownership history in FOURPATH CAPITAL MANAGEMENT, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which FOURPATH CAPITAL MANAGEMENT, 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 β sourced directly from SEC EDGAR 13F filings.
π FOURPATH CAPITAL MANAGEMENT, LLC outperformed the S&P 500 by +13.1% annually on this WMT position. Timing score: 40% (6/15 decisions correct). Average cost basis: $76.36. Maximum drawdown during holding period: β18.1%.
π₯ Exceptional β beat the S&P 500 by 13.1% per year on this position.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct
Best entry: $45.68 (2021 Q4) Β· Worst: $79.64 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 12 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 7.9% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size