WMT WALMART INC

Ownership history in Tradewinds, LLC.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Tradewinds, 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
3.15% (2024 Q4)
Avg. % of fund
2.77%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 95,846 -11,633 -10.8% 2.55% $10.7M $111.18
2025 Q3 REDUCED 107,479 -343 -0.3% 2.70% $11.1M $102.64
2025 Q1 REDUCED 107,822 -2,936 -2.7% 2.67% $9.5M $87.02
2024 Q4 ADDED 110,758 +1,962 +1.8% 3.15% $11.3M $89.31
2024 Q3 ADDED 108,796 +1,432 +1.3% 2.70% $8.8M $79.64
2024 Q2 ADDED 107,364 +75,459 +236.5% 2.23% $7.3M $66.59
2023 Q3 REDUCED 31,905 -609 -1.9% 3.00% $5.1M $51.88
2023 Q2 ADDED 32,514 +653 +2.0% 3.01% $5.1M $50.81
2023 Q1 ADDED 31,861 +74 +0.2% 2.85% $4.7M $47.48
2022 Q3 REDUCED 31,787 -354 -1.1% 3.00% $4.1M $41.44
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)
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