Pandora Wealth, Inc. WMT β€” WALMART INC COM

Ownership history in Pandora Wealth, Inc.  Β·  4 quarters on record

AI Ownership Summary

Pandora Wealth, Inc. reported WALMART INC COM (WMT) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.71% in 2025 Q2. The latest visible filing shows WMT at 0.52% 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.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pandora Wealth, Inc.'s position in WALMART INC 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 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 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 Pandora Wealth, Inc. fund profile Pandora Wealth, Inc. full holdings
How Pandora Wealth, Inc. held WMT β€” position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 27.0% +11.8% ❌ 7,745 -2,869 -27.0% 0.52% $863K 2026-02-14 (Est.) $133.36
2025 Q3 REDUCED 10.2% +9.4% ❌ 10,614 -1,212 -10.2% 0.66% $1.1M 2025-11-03 $100.98
2025 Q2 REDUCED β€” β€” β€” 11,826 -450 -3.7% 0.71% $1.2M 2025-07-25 $96.66
2025 Q1 INITIATED β€” β€” β€” 12,276 β€” β€” 0.71% $1.1M 2025-05-12 $95.95

🏒 Other funds also holding WMT

As of 2026 Q1 β€” sorted by position size

Narus Financial Partners, LLC 3Y 7Y 43.9% HERITAGE OAK WEALTH ADVISORS LLC 42.99% Hexagon Capital Partners LLC 3Y 40.04% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% NEW WAVE WEALTH ADVISORS LLC 12.14% FLP Wealth Management, LLC 11.39% Forty-three Eighteen Advisors, LLC 10.89% TLW Wealth Management, LLC 3Y 7Y 10.87% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 9.24%

FAQ About Pandora Wealth, 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 Pandora Wealth, Inc. reported owning WMT?

Pandora Wealth, Inc. reported WMT across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported WMT position in Pandora Wealth, Inc.'s portfolio?

The largest reported portfolio weight for WMT was 0.71% in 2025 Q2.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when Pandora Wealth, Inc. reported 7,745 shares, equal to 0.52% of portfolio, with an estimated market value of $863K.

What does the chart on this WMT ownership page compare?

The chart compares Pandora Wealth, 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.

How well did Pandora Wealth, Inc. time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, Pandora Wealth, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on WMT relative to SPY over the holding period was +24.1%.

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