WMT — WALMART INC

Ownership history in US BANCORP \DE\ · 111 quarters on record

This page tracks every 13F SEC filing in which US BANCORP \DE\ 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

1.2% (2001 Q3)

Avg. % of fund

0.49%

First filed

1999 Q1

Last filed

2025 Q4

Quarters held

111

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	5,601,651	-138,729	-2.4%	0.73%	$624.1M	$111.41
2025 Q3	REDUCED	5,740,380	-136,940	-2.3%	0.70%	$591.6M	$102.85
2025 Q2	REDUCED	5,877,320	-173,122	-2.9%	0.72%	$574.7M	$97.35
2025 Q1	REDUCED	6,050,442	-185,015	-3.0%	0.71%	$531.2M	$87.20

% 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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