NEW MEXICO EDUCATIONAL RETIREMENT BOARD WMT — WAL-MART COM

Ownership history in NEW MEXICO EDUCATIONAL RETIREMENT BOARD  ·  98 quarters on record

AI Ownership Summary

NEW MEXICO EDUCATIONAL RETIREMENT BOARD reported WAL-MART COM (WMT) in 98 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.67% in 2025 Q4. The latest visible filing shows WMT at 0.67% 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 NEW MEXICO EDUCATIONAL RETIREMENT BOARD's position in WAL-MART COM, 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
2025 Q4

WMT was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q4

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 2025 Q4

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.

WMT stock page NEW MEXICO EDUCATIONAL RETIREMENT BOARD fund profile NEW MEXICO EDUCATIONAL RETIREMENT BOARD full holdings
How NEW MEXICO EDUCATIONAL RETIREMENT BOARD 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 201,479 +6,300 +3.2% 0.67% $22K 2026-02-14 (Est.) $133.62
2025 Q3 REDUCED — — — 195,179 -7,700 -3.8% 0.62% $20K 2025-12-15 $116.55
2025 Q2 UNCHANGED — — — 202,879 — 0% 0.65% $20K 2025-07-30 $96.97
2025 Q1 REDUCED — — — 202,879 -4,200 -2.0% 0.64% $18K 2025-04-30 $96.39
2024 Q4 REDUCED — — — 207,079 -1,800 -0.9% 0.63% $19K 2025-01-30 $97.51
2024 Q3 REDUCED — — — 208,879 -6,800 -3.2% 0.57% $17K 2024-11-13 $84.33
2024 Q2 ADDED — — — 215,679 +133,386 +162.1% 0.51% $15K 2024-08-06 $66.62
2024 Q1 ADDED — — — 82,293 +9,300 +12.7% 0.45% $12K 2024-04-17 $58.46
2023 Q4 UNCHANGED — — — 72,993 — 0% 0.44% $12K 2024-01-22 $52.87
89 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMT

As of 2026 Q1 — sorted by position size

Narus Financial Partners, LLC 3Y 7Y 43.9% HERITAGE OAK WEALTH ADVISORS LLC 42.99% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% FLP Wealth Management, LLC 11.39% TLW Wealth Management, LLC 3Y 7Y 10.87% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 9.24% Walker Asset Management, LLC 3Y 8.79% Investment Management Trust, LLC 6.99% R.H. Investment Group, LLC 6.17%

FAQ About NEW MEXICO EDUCATIONAL RETIREMENT BOARD and WMT

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

How long has NEW MEXICO EDUCATIONAL RETIREMENT BOARD reported owning WMT?

NEW MEXICO EDUCATIONAL RETIREMENT BOARD reported WMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMT position in NEW MEXICO EDUCATIONAL RETIREMENT BOARD's portfolio?

The largest reported portfolio weight for WMT was 0.67% in 2025 Q4.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when NEW MEXICO EDUCATIONAL RETIREMENT BOARD reported 201,479 shares, equal to 0.67% of portfolio, with an estimated market value of $22K.

What does the chart on this WMT ownership page compare?

The chart compares NEW MEXICO EDUCATIONAL RETIREMENT BOARD'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.

How well did NEW MEXICO EDUCATIONAL RETIREMENT BOARD time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, NEW MEXICO EDUCATIONAL RETIREMENT BOARD correctly timed 37 out of 75 reported position changes (49%). The annualised alpha on WMT relative to SPY over the holding period was +1.3%.

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