GREENWOOD GEARHART LLC WMT — Wal-Mart Stores COM

Ownership history in GREENWOOD GEARHART LLC  ·  106 quarters on record

AI Ownership Summary

GREENWOOD GEARHART LLC reported Wal-Mart Stores COM (WMT) in 106 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.06% in 2024 Q4. The latest visible filing shows WMT at 3.86% 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 GREENWOOD GEARHART LLC's position in Wal-Mart Stores 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
2026 Q1

WMT was reported at 3.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.06% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

WMT stock page GREENWOOD GEARHART LLC fund profile GREENWOOD GEARHART LLC full holdings
How GREENWOOD GEARHART LLC held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 574,070 -17,184 -2.9% 3.86% $71.3M 2026-05-07 $129.95
2025 Q4 ADDED — — — 591,254 +21,102 +3.7% 3.62% $65.9M 2026-02-04 $127.49
2025 Q3 REDUCED — — — 570,152 -10,512 -1.8% 3.39% $58.8M 2025-11-12 $102.82
2025 Q2 REDUCED — — — 580,664 -1,884 -0.3% 3.55% $56.8M 2025-07-24 $95.80
2025 Q1 REDUCED 10.6% +11.7% ❌ 582,548 -69,279 -10.6% 3.54% $51.1M 2025-05-06 $97.50
2024 Q4 ADDED — — — 651,827 +226,530 +53.3% 4.06% $58.9M 2025-02-13 $103.64
2024 Q3 ADDED — — — 425,297 +3,553 +0.8% 2.85% $34.3M 2024-11-15 $82.94
2024 Q2 ADDED — — — 421,744 +23,239 +5.8% 2.69% $28.6M 2024-08-07 $65.68
2024 Q1 ADDED — — — 398,505 +267,422 +204.0% 2.34% $24.0M 2024-05-15 $58.73
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMT

As of 2026 Q2 — sorted by position size

Financial Management, Inc. 3.02% Somerset Trust Co 3Y 7Y 2.5% Roxbury Financial LLC 1.94% First Nebraska Trust Co 1.7% EASTERN BANK 3Y 7Y 1.55% Diesslin Group, Inc. 1.49% Westmount Partners, LLC 1.42% ORSER CAPITAL MANAGEMENT, LLC 3Y 1.3% General Partner, Inc. 3Y 1.18% Silverleafe Capital Partners, LLC 3Y 7Y 1.04%

FAQ About GREENWOOD GEARHART LLC and WMT

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

How long has GREENWOOD GEARHART LLC reported owning WMT?

GREENWOOD GEARHART LLC reported WMT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WMT position in GREENWOOD GEARHART LLC's portfolio?

The largest reported portfolio weight for WMT was 4.06% in 2024 Q4.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when GREENWOOD GEARHART LLC reported 574,070 shares, equal to 3.86% of portfolio, with an estimated market value of $71.3M.

What does the chart on this WMT ownership page compare?

The chart compares GREENWOOD GEARHART LLC'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.

How well did GREENWOOD GEARHART LLC time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, GREENWOOD GEARHART LLC correctly timed 52 out of 103 reported position changes (50%). The annualised alpha on WMT relative to SPY over the holding period was +1.8%.

← Back to GREENWOOD GEARHART LLC Holdings