WMT — WAL-MART STORES INC

Ownership history in Narus Financial Partners, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Narus Financial Partners, LLC reported a position in WAL-MART STORES 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
65.89% (2024 Q1)
Avg. % of fund
46.28%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,383,052 +1,359,389 +5744.8% 42.45% $154.1M $111.41
2025 Q3 REDUCED 23,663 -1,399,437 -98.3% 2.60% $2.4M $102.85
2025 Q2 REDUCED 1,423,100 -3,950 -0.3% 43.43% $139.2M $97.35
2025 Q1 REDUCED 1,427,050 -589 -0.0% 42.61% $125.3M $87.20
12 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% HERITAGE OAK WEALTH ADVISORS LLC 36.25% 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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