WMT — WALMART INC

Ownership history in HERITAGE OAK WEALTH ADVISORS LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which HERITAGE OAK WEALTH ADVISORS 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.

Peak position
36.49% (2025 Q2)
Avg. % of fund
30.41%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 878,404 -41,272 -4.5% 36.25% $98.1M $111.41
2025 Q3 REDUCED 919,676 -46,617 -4.8% 34.44% $94.8M $102.85
2025 Q2 ADDED 966,293 +23,479 +2.5% 36.49% $94.5M $97.35
2025 Q1 ADDED 942,814 +235,731 +33.3% 36.36% $82.8M $87.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)

Other funds also holding WMT

As of 2025 Q4 — sorted by position size

Hexagon Capital Partners LLC 3Y 47.27% Narus Financial Partners, LLC 3Y 7Y 42.45% CTC Alternative Strategies, Ltd. 3Y 7Y 18.51% TradeLink Capital LLC 3Y 7Y 15.82% Legacy Capital Wealth Partners, LLC 3Y 12.5% Empirical Capital Management, LLC 3Y 7Y 12.45% NEW WAVE WEALTH ADVISORS LLC 11.47% TLW Wealth Management, LLC 3Y 7Y 9.57% Stack Financial Management, Inc 3Y 7Y 8.65% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 7.9%
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