WMT WAL-MART STORES INC

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported WAL-MART STORES INC (WMT) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.97% in 2026 Q1. The latest visible filing shows WMT at 3.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROWLANDMILLER & PARTNERS.ADV'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 3.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.97% 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
2023 Q4 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 ROWLANDMILLER & PARTNERS.ADV held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 157,467 -19,489 -11.0% 3.97% $20K 2026-05-15 (Est.) $124.57
2025 Q4 REDUCED 176,956 -3,352 -1.9% 3.80% $19.7M 2026-02-12 $133.37
2025 Q3 REDUCED 180,308 -6,511 -3.5% 3.65% $18.6M 2025-10-01 $101.54
2025 Q2 REDUCED 186,819 -2,211 -1.2% 3.77% $18.3M 2025-07-01 $97.61
2025 Q1 REDUCED 189,030 -2,623 -1.4% 3.49% $16.6M 2025-04-15 $93.14
2024 Q4 REDUCED 191,653 -432 -0.2% 3.62% $17.3M 2025-02-04 $99.61
2024 Q3 REDUCED 192,085 -287 -0.1% 3.15% $15.5M 2024-10-23 $82.13
2024 Q2 REDUCED 192,372 -1,785 -0.9% 2.84% $13.0M 2024-07-29 $68.47
2024 Q1 ADDED 194,157 +129,155 +198.7% 2.47% $11.7M 2024-04-08 $58.59
2023 Q4 REDUCED 65,002 -75 -0.1% 2.35% $10.2M 2024-01-03 $51.87
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and WMT

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning WMT?

ROWLANDMILLER & PARTNERS.ADV reported WMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WMT position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for WMT was 3.97% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 157,467 shares, equal to 3.97% of portfolio, with an estimated market value of $20K.

What does the chart on this WMT ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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