REIK & CO., LLC WMT — WAL MART STORES INC

Ownership history in REIK & CO., LLC  ·  7 quarters on record

AI Ownership Summary

REIK & CO., LLC reported WAL MART STORES INC (WMT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows WMT at 0.09% 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 REIK & CO., LLC's position in WAL MART STORES INC, 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
2026 Q1

WMT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 REIK & CO., LLC fund profile REIK & CO., LLC full holdings
How REIK & CO., LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,700 — 0% 0.09% $336K 2026-05-05 $130.79
2025 Q4 UNCHANGED — — — 2,700 — 0% 0.08% $301K 2026-02-05 $126.68
2025 Q3 UNCHANGED — — — 2,700 — 0% 0.07% $278K 2025-11-04 $101.85
2025 Q2 UNCHANGED — — — 2,700 — 0% 0.07% $264K 2025-08-07 $102.46
2025 Q1 UNCHANGED — — — 2,700 — 0% 0.06% $237K 2025-05-06 $97.68
2024 Q4 UNCHANGED — — — 2,700 — 0% 0.06% $244K 2025-01-29 $96.38
2024 Q3 INITIATED — — — 2,700 — — 0.05% $218K 2024-10-31 $80.83

🏢 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% 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 REIK & CO., LLC and WMT

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

How long has REIK & CO., LLC reported owning WMT?

REIK & CO., LLC reported WMT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WMT position in REIK & CO., LLC's portfolio?

The largest reported portfolio weight for WMT was 0.09% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when REIK & CO., LLC reported 2,700 shares, equal to 0.09% of portfolio, with an estimated market value of $336K.

What does the chart on this WMT ownership page compare?

The chart compares REIK & CO., LLC'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.

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