SEARCY FINANCIAL SERVICES INC /ADV WMT — WALMART INC

Ownership history in SEARCY FINANCIAL SERVICES INC /ADV  ·  12 quarters on record

AI Ownership Summary

SEARCY FINANCIAL SERVICES INC /ADV reported WALMART INC (WMT) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2026 Q1. The latest visible filing shows WMT at 0.18% 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 SEARCY FINANCIAL SERVICES INC /ADV'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 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% 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.

WMT stock page SEARCY FINANCIAL SERVICES INC /ADV fund profile SEARCY FINANCIAL SERVICES INC /ADV full holdings
How SEARCY FINANCIAL SERVICES INC /ADV 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,853 +3 +0.1% 0.18% $479K 2026-04-14 $124.81
2025 Q4 UNCHANGED — — — 3,850 — 0% 0.16% $429K 2026-01-22 $117.36
2025 Q3 ADDED — — — 3,850 +2 +0.1% 0.15% $397K 2025-10-06 $102.09
2025 Q2 ADDED — — — 3,848 +6 +0.2% 0.15% $376K 2025-07-09 $96.01
2025 Q1 ADDED — — — 3,842 +3 +0.1% 0.15% $337K 2025-04-17 $92.22
2024 Q4 UNCHANGED — — — 3,839 — 0% 0.16% $347K 2025-01-13 $90.30
2024 Q3 ADDED — — — 3,839 +3 +0.1% 0.15% $310K 2024-10-15 $80.38
2024 Q2 ADDED — — — 3,836 +4 +0.1% 0.13% $260K 2024-07-15 $68.33
2024 Q1 ADDED — — — 3,832 +2,555 +200.1% 0.12% $231K 2024-04-16 $58.54
2023 Q4 UNCHANGED — — — 1,277 — 0% 0.11% $201K 2024-01-16 $52.59
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Empirical Capital Management, LLC 3Y 7Y 12.66% Legacy Capital Wealth Partners, LLC 3Y 12.58% NEW WAVE WEALTH ADVISORS LLC 12.14% FLP Wealth Management, LLC 11.39% Forty-three Eighteen Advisors, LLC 10.89%

FAQ About SEARCY FINANCIAL SERVICES INC /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 SEARCY FINANCIAL SERVICES INC /ADV reported owning WMT?

SEARCY FINANCIAL SERVICES INC /ADV reported WMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WMT position in SEARCY FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for WMT was 0.18% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when SEARCY FINANCIAL SERVICES INC /ADV reported 3,853 shares, equal to 0.18% of portfolio, with an estimated market value of $479K.

What does the chart on this WMT ownership page compare?

The chart compares SEARCY FINANCIAL SERVICES INC /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.

How well did SEARCY FINANCIAL SERVICES INC /ADV time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, SEARCY FINANCIAL SERVICES INC /ADV correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on WMT relative to SPY over the holding period was +18.3%.

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