WMT — WALMART INC

Ownership history in &PARTNERS  ·  16 quarters on record

This page tracks every 13F SEC filing in which &PARTNERS 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
0.88% (2022 Q3)
Avg. % of fund
0.77%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,350,705 +182,851 +15.7% 0.79% $150.4M $111.41
2025 Q3 ADDED 1,167,854 +127,557 +12.3% 0.77% $120.3M $102.85
2025 Q2 ADDED 1,040,297 +192,949 +22.8% 0.78% $101.7M $97.35
2025 Q1 ADDED 847,348 +110,387 +15.0% 0.77% $72.2M $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% Narus Financial Partners, LLC 3Y 7Y 42.45% 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% Forty-three Eighteen Advisors, LLC 10.32% TLW Wealth Management, LLC 3Y 7Y 9.57%
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