Ownership history in Transform Wealth, LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC 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 β sourced directly from SEC EDGAR 13F filings.
π Transform Wealth, LLC outperformed the S&P 500 by +4.3% annually on this WMT position. Timing score: 57% (16/28 decisions correct). Average cost basis: $55.36. Maximum drawdown during holding period: β12.2%.
β
Outperformed SPY on this position by 4.3% ann.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 28 add/trim decisions correct
Best entry: $20.54 (2016 Q2) Β· Worst: $89.31 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
19 adds Β· 10 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
π Transform Wealth, LLC has been actively increasing its WMT allocation β a bullish signal from insiders.
Currently 1.18% of portfolio
β 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.
As of 2025 Q4 β sorted by position size