WMT — WALMART INC

Ownership history in Stonegate Management LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Stonegate Management LLC reported a position in WALMART INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.56% (2021 Q2)
Avg. % of fund
1.56%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 22,808 — 0% 1.56% $2.4M $111.18
2025 Q3 UNCHANGED 22,808 — 0% 1.56% $2.4M $102.64
2025 Q2 UNCHANGED 22,808 — 0% 1.56% $2.4M $97.15
2025 Q1 UNCHANGED 22,808 — 0% 1.56% $2.4M $87.02
2024 Q4 UNCHANGED 22,808 — 0% 1.56% $2.4M $89.31
2024 Q3 UNCHANGED 22,808 — 0% 1.56% $2.4M $79.64
2024 Q2 UNCHANGED 22,808 — 0% 1.56% $2.4M $66.59
2024 Q1 UNCHANGED 22,808 — 0% 1.56% $2.4M $58.97
2023 Q4 UNCHANGED 22,808 — 0% 1.56% $2.4M $51.33
2023 Q3 UNCHANGED 22,808 — 0% 1.56% $2.4M $51.88
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)

Other funds also holding WMT

As of 2025 Q4 — sorted by position size

Hexagon Capital Partners LLC 3Y 47.27% Narus Financial Partners, LLC 3Y 7Y 42.45% HERITAGE OAK WEALTH ADVISORS LLC 36.25% CTC Alternative Strategies, Ltd. 3Y 7Y 18.51% TradeLink Capital LLC 3Y 7Y 15.82% Legacy Capital Wealth Partners, LLC 3Y 12.5% Empirical Capital Management, LLC 3Y 7Y 12.45% NEW WAVE WEALTH ADVISORS LLC 11.47% Forty-three Eighteen Advisors, LLC 10.32% TLW Wealth Management, LLC 3Y 7Y 9.57%
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