WMT β€” WAL-MART STORES INC COM

Ownership history in Segment Wealth Management, LLC  Β·  46 quarters on record

This page tracks every 13F SEC filing in which Segment Wealth Management, LLC reported a position in WAL-MART STORES INC COM (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.63% (2025 Q4)
πŸ“Š Avg. % of fund
0.92%
πŸ“… First filed
2013 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
46

Position Intelligence

Segment Wealth Management, LLC Γ— WMT AI Analytics

πŸ“ˆ Segment Wealth Management, LLC outperformed the S&P 500 by +0.9% annually on this WMT position. Timing score: 67% (28/42 decisions correct). Average cost basis: $50.83. Maximum drawdown during holding period: –18.1%.

πŸ“ˆ Position Alpha vs SPY
+0.9%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
44 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
28 of 42 add/trim decisions correct

πŸ’° Entry Quality
$50.83
+118.7% vs current ($111.18)

Best entry: $19.35 (2013 Q3)  Β·  Worst: $87.02 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–18.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
70%
buy-side decisions

31 adds Β· 13 trims. Bought during 13 of 14 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.63% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WMT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 252,955 -68 -0.0% 1.63% $28.2M $111.18
2025 Q3 REDUCED 253,023 -1,260 -0.5% 1.56% $26.1M $102.64
2025 Q2 REDUCED 254,283 -5,049 -1.9% 1.58% $24.9M $97.15
2025 Q1 ADDED 259,332 +1,107 +0.4% 1.54% $22.8M $87.02
2024 Q4 REDUCED 258,225 -794 -0.3% 1.59% $23.3M $89.31
2024 Q3 REDUCED 259,019 -2,735 -1.0% 1.44% $20.9M $79.64
2024 Q2 ADDED 261,754 +2,730 +1.1% 1.31% $17.7M $66.59
2024 Q1 ADDED 259,024 +175,917 +211.7% 1.18% $15.6M $58.97
2023 Q4 ADDED 83,107 +2,504 +3.1% 1.16% $13.1M $51.33
2023 Q3 ADDED 80,603 +1,966 +2.5% 1.31% $12.9M $51.88
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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