WMT WALMART INC

Ownership history in Insight Inv LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Insight Inv 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
2.29% (2024 Q3)
Avg. % of fund
1.95%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 32,654 -304 -0.9% 2.04% $3.6M $111.18
2025 Q3 REDUCED 32,958 -196 -0.6% 1.99% $3.4M $102.64
2025 Q2 REDUCED 33,154 -1,155 -3.4% 2.17% $3.2M $97.15
2025 Q1 REDUCED 34,309 -32 -0.1% 2.07% $3.0M $87.02
2024 Q4 ADDED 34,341 +540 +1.6% 2.16% $3.1M $89.31
2024 Q3 REDUCED 33,801 -4,565 -11.9% 2.29% $2.7M $79.64
2024 Q2 ADDED 38,366 +2,450 +6.8% 2.24% $2.6M $66.59
2024 Q1 ADDED 35,916 +23,999 +201.4% 1.88% $2.2M $58.97
2023 Q4 ADDED 11,917 +70 +0.6% 1.84% $1.9M $51.33
2023 Q3 ADDED 11,847 +395 +3.4% 2.11% $1.9M $51.88
6 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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