SEC 13F Intelligence

Wendell David Associates Inc / WMT

Wendell David Associates Inc’s Walmart Inc Position

Does Wendell David Associates Inc own Walmart Inc (WMT)? Yes — 77.5K shares worth $10M (+1.05% of its 13F portfolio) as of Q1 2026, down from 77.6K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
77.5K
% of Portfolio
+1.05%
Quarters Held
29
currently held

Position History WMT

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ3 ’19: $4MQ4 ’19: $4MQ1 ’20: $4MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ1 ’21: $4MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $7MQ4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $8MQ3 ’25: $9MQ4 ’25: $9MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.5K$10M+1.05%
Q4 202577.6K$9M+0.88%
Q3 202583.6K$9M+0.85%
Q2 202583.8K$8M+0.82%
Q1 202589.3K$8M+0.78%
Q4 202488.3K$8M+0.79%
Q3 202488.9K$7M+0.69%
Q2 202489.7K$6M+0.62%
Q1 202489.7K$5M+0.55%
Q4 202329.9K$5M+0.51%
Q3 202330.5K$5M+0.57%
Q2 202330.2K$5M+0.54%
Q1 202330.2K$4M+0.53%
Q4 202230.3K$4M+0.53%
Q3 202230.8K$4M+0.54%
Q2 202230.8K$4M+0.48%
Q1 202230.7K$5M+0.51%
Q4 202133.0K$5M+0.48%
Q3 202132.8K$5M+0.51%
Q2 202132.8K$5M+0.52%
Q1 202132.9K$4M+0.54%
Q4 202032.4K$5M+0.57%
Q3 202032.1K$4M+0.60%
Q2 202032.1K$4M+0.56%
Q1 202032.0K$4M+0.62%
Q4 201932.2K$4M+0.53%
Q3 201931.7K$4M+0.55%
Q2 201931.2K$3M+0.52%
Q1 201931.2K$3M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wendell David Associates Inc’s full portfolio or all institutional holders of WMT.