Retireful, LLC WMT β€” WALMART INC

Ownership history in Retireful, LLC  Β·  3 quarters on record

AI Ownership Summary

Retireful, LLC reported WALMART INC (WMT) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.52% in 2026 Q1. The latest visible filing shows WMT at 1.52% 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 Retireful, LLC's position in WALMART 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 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% 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.

How Retireful, LLC 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 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 8,661 +700 +8.8% 1.52% $1.1M 2026-04-15 $124.76
2025 Q4 REDUCED β€” β€” β€” 7,961 -19 -0.2% 1.12% $891K 2026-01-15 $118.96
2024 Q3 INITIATED β€” β€” β€” 7,980 β€” β€” 0.48% $644K 2024-11-08 $83.67

FAQ About Retireful, 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 Retireful, LLC reported owning WMT?

Retireful, LLC reported WMT across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WMT position in Retireful, LLC's portfolio?

The largest reported portfolio weight for WMT was 1.52% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when Retireful, LLC reported 8,661 shares, equal to 1.52% of portfolio, with an estimated market value of $1.1M.

What does the chart on this WMT ownership page compare?

The chart compares Retireful, 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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