Helium Advisors LLC WMT — WALMART INC

Ownership history in Helium Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Helium Advisors LLC reported WALMART INC (WMT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows WMT at 0.51% 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.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Helium Advisors LLC's position in WALMART INC, 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 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 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 Helium Advisors LLC fund profile Helium Advisors LLC full holdings
How Helium Advisors 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,282 +909 +26.9% 0.51% $532K 2026-05-05 $130.54
2025 Q4 REDUCED 19.1% +11.8% ❌ 3,373 -797 -19.1% 0.38% $376K 2026-02-12 $133.11
2025 Q3 REDUCED — — — 4,170 -165 -3.8% 0.36% $430K 2025-11-13 $101.93
2025 Q2 ADDED — — — 4,335 +64 +1.5% 0.27% $424K 2025-08-14 $100.01
2025 Q1 REDUCED — — — 4,271 -204 -4.6% 0.27% $375K 2025-05-08 $96.39
2024 Q4 INITIATED — — — 4,475 — — 0.32% $404K 2025-02-18 $102.39

🏢 Other funds also holding WMT

As of 2026 Q1 — sorted by position size

Narus Financial Partners, LLC 3Y 7Y 43.9% HERITAGE OAK WEALTH ADVISORS LLC 42.99% Hexagon Capital Partners LLC 3Y 40.04% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% NEW WAVE WEALTH ADVISORS LLC 12.14% FLP Wealth Management, LLC 11.39% Forty-three Eighteen Advisors, LLC 10.89% TLW Wealth Management, LLC 3Y 7Y 10.87% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 9.24%

FAQ About Helium Advisors 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 Helium Advisors LLC reported owning WMT?

Helium Advisors LLC reported WMT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WMT position in Helium Advisors LLC's portfolio?

The largest reported portfolio weight for WMT was 0.51% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when Helium Advisors LLC reported 4,282 shares, equal to 0.51% of portfolio, with an estimated market value of $532K.

What does the chart on this WMT ownership page compare?

The chart compares Helium Advisors 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 Helium Advisors LLC time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, Helium Advisors LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on WMT relative to SPY over the holding period was +5.1%.

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