W ADVISORS, LLC WMT — WALMART INC

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported WALMART INC (WMT) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.84% in 2026 Q1. The latest visible filing shows WMT at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, LLC's position in WALMART INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMT was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMT stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,256 -25 -0.2% 0.84% $1.6M 2026-04-29 $128.01
2025 Q4 REDUCED — — — 13,281 -4 -0.0% 0.74% $1.5M 2026-02-13 $133.62
2025 Q3 REDUCED — — — 13,285 -3 -0.0% 0.72% $1.4M 2025-11-14 $102.06
2025 Q2 REDUCED — — — 13,288 -153 -1.1% 0.75% $1.3M 2025-08-07 $102.46
2025 Q1 ADDED — — — 13,441 +185 +1.4% 0.74% $1.2M 2025-05-13 $95.27
2024 Q4 ADDED — — — 13,256 +68 +0.5% 0.74% $1.2M 2025-01-22 $92.16
2024 Q3 ADDED — — — 13,188 +197 +1.5% 0.66% $1.1M 2024-10-28 $81.62
2024 Q2 ADDED — — — 12,991 +62 +0.5% 0.58% $880K 2024-08-06 $66.62
2024 Q1 ADDED — — — 12,929 +8,636 +201.2% 0.53% $778K 2024-04-25 $59.01
2023 Q4 REDUCED 15.1% +14.6% ❌ 4,293 -761 -15.1% 0.50% $677K 2024-02-06 $55.29
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMT

As of 2026 Q1 — sorted by position size

Narus Financial Partners, LLC 3Y 7Y 43.9% HERITAGE OAK WEALTH ADVISORS LLC 42.99% Hexagon Capital Partners LLC 3Y 40.04% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% NEW WAVE WEALTH ADVISORS LLC 12.14% FLP Wealth Management, LLC 11.39% Forty-three Eighteen Advisors, LLC 10.89% TLW Wealth Management, LLC 3Y 7Y 10.87% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 9.24%

FAQ About W ADVISORS, LLC and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has W ADVISORS, LLC reported owning WMT?

W ADVISORS, LLC reported WMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WMT position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for WMT was 0.84% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 13,256 shares, equal to 0.84% of portfolio, with an estimated market value of $1.6M.

What does the chart on this WMT ownership page compare?

The chart compares W ADVISORS, LLC's quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did W ADVISORS, LLC time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, W ADVISORS, LLC correctly timed 10 out of 14 reported position changes (71%). The annualised alpha on WMT relative to SPY over the holding period was +14.6%.

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