WMT WAL-MART STORES INC

Ownership history in Murphy, Middleton, Hinkle & Parker, Inc.  ·  33 quarters on record

AI Ownership Summary

Murphy, Middleton, Hinkle & Parker, Inc. reported WAL-MART STORES INC (WMT) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.94% in 2026 Q1. The latest visible filing shows WMT at 2.94% 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 Murphy, Middleton, Hinkle & Parker, Inc.'s position in WAL-MART STORES 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 2.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% 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
2023 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.

How Murphy, Middleton, Hinkle & Parker, Inc. 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 50,989 +260 +0.5% 2.94% $6.3M 2026-04-15 $124.76
2025 Q3 ADDED 50,729 +2 +0.0% 2.56% $5.2M 2025-11-04 $101.85
2025 Q2 UNCHANGED 50,727 0% 2.49% $4.5M 2025-07-09 $96.19
2025 Q1 ADDED 50,727 +2 +0.0% 2.49% $4.5M 2025-04-15 $93.14
2024 Q4 REDUCED 50,725 -237 -0.5% 2.59% $4.6M 2025-01-16 $90.25
2024 Q3 ADDED 50,962 +614 +1.2% 2.22% $4.1M 2024-10-15 $80.53
2024 Q2 ADDED 50,348 +4 +0.0% 1.98% $3.4M 2024-07-16 $68.84
2024 Q1 ADDED 50,344 +33,758 +203.5% 1.76% $3.0M 2024-04-11 $58.89
2023 Q4 REDUCED 16,586 -334 -2.0% 1.61% $2.6M 2024-01-24 $52.26
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Murphy, Middleton, Hinkle & Parker, Inc. and WMT

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

How long has Murphy, Middleton, Hinkle & Parker, Inc. reported owning WMT?

Murphy, Middleton, Hinkle & Parker, Inc. reported WMT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WMT position in Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio?

The largest reported portfolio weight for WMT was 2.94% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when Murphy, Middleton, Hinkle & Parker, Inc. reported 50,989 shares, equal to 2.94% of portfolio, with an estimated market value of $6.3M.

What does the chart on this WMT ownership page compare?

The chart compares Murphy, Middleton, Hinkle & Parker, Inc.'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.

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