WMT WALMART INC

Ownership history in High Note Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, 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
1.44% (2024 Q3)
Avg. % of fund
1.16%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 64,974 +522 +0.8% 1.42% $7.2M $111.18
2025 Q3 ADDED 64,452 +996 +1.6% 1.33% $6.6M $102.64
2025 Q2 ADDED 63,456 +437 +0.7% 1.42% $6.2M $97.15
2025 Q1 ADDED 63,019 +837 +1.3% 1.37% $5.5M $87.02
2024 Q3 ADDED 62,182 +496 +0.8% 1.44% $5.0M $79.64
2024 Q2 ADDED 61,686 +2,371 +4.0% 1.28% $4.2M $66.59
2024 Q1 ADDED 59,315 +40,079 +208.4% 1.16% $3.6M $58.97
2023 Q4 REDUCED 19,236 -161 -0.8% 1.14% $3.0M $51.33
2023 Q3 ADDED 19,397 +430 +2.3% 1.28% $3.1M $51.88
2023 Q2 REDUCED 18,967 -1,422 -7.0% 1.21% $3.0M $50.81
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)
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