WMT — WALMART INC

Ownership history in Rede Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC 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
0.65% (2025 Q3)
Avg. % of fund
0.25%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,976 +5,844 +274.1% 0.65% $822K $102.64
2021 Q3 ADDED 2,132 +400 +23.1% 0.16% $297K $43.83
2021 Q2 UNCHANGED 1,732 — 0% 0.13% $244K $44.18
2021 Q1 UNCHANGED 1,732 — 0% 0.14% $235K $42.39
2020 Q4 INITIATED 1,732 — — 0.17% $250K $44.80
% 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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