WMT — WAL-MART STORES INC

Ownership history in TLWM  ·  33 quarters on record

This page tracks every 13F SEC filing in which TLWM reported a position in WAL-MART STORES 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
0.5% (2017 Q4)
Avg. % of fund
0.38%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,378 -37 -0.2% 0.44% $2.4M $111.41
2025 Q3 ADDED 21,415 +897 +4.4% 0.40% $2.2M $102.85
2025 Q2 REDUCED 20,518 -144 -0.7% 0.38% $2.0M $97.35
2025 Q1 ADDED 20,662 +434 +2.1% 0.36% $1.8M $87.20
29 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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