Ownership history in Wealth Quarterback LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Wealth Quarterback 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 19,192 | +69 | +0.4% | 0.77% | $2.1M | $111.18 |
| 2025 Q3 | REDUCED | 19,123 | -797 | -4.0% | 0.76% | $2.0M | $102.64 |
| 2025 Q2 | ADDED | 19,920 | +91 | +0.5% | 0.92% | $1.9M | $97.15 |
| 2025 Q1 | ADDED | 19,829 | +82 | +0.4% | 0.98% | $1.7M | $87.02 |
| 2024 Q4 | ADDED | 19,747 | +258 | +1.3% | 0.84% | $1.8M | $89.31 |
| 2024 Q3 | REDUCED | 19,489 | -105 | -0.5% | 0.82% | $1.6M | $79.64 |
| 2024 Q2 | REDUCED | 19,594 | -378 | -1.9% | 0.75% | $1.3M | $66.59 |
| 2024 Q1 | ADDED | 19,972 | +13,410 | +204.4% | 0.67% | $1.2M | $58.97 |
| 2023 Q4 | REDUCED | 6,562 | -328 | -4.8% | 0.63% | $1.0M | $51.33 |
| 2023 Q3 | REDUCED | 6,890 | -707 | -9.3% | 0.95% | $1.1M | $51.88 |
As of 2025 Q4 — sorted by position size