Signature Estate & Investment Advisors LLC / WMT
Signature Estate & Investment Advisors LLC’s Walmart Inc Position
Does Signature Estate & Investment Advisors LLC own Walmart Inc (WMT)? Yes — 484.1K shares worth $60M (+1.22% of its 13F portfolio) as of Q1 2026, up from 343.6K shares the prior filed quarter.
Position Value
$60M
Q1 2026
Shares
484.1K
% of Portfolio
+1.22%
Quarters Held
30
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 484.1K | $60M | +1.22% |
| Q4 2025 | 343.6K | $38M | +0.77% |
| Q3 2025 | 337.0K | $35M | +0.74% |
| Q2 2025 | 334.9K | $33M | +0.75% |
| Q1 2025 | 340.6K | $30M | +0.79% |
| Q4 2024 | 763.2K | $69M | +1.73% |
| Q3 2024 | 849.8K | $69M | +1.58% |
| Q2 2024 | 846.9K | $57M | +1.43% |
| Q1 2024 | 882.8K | $53M | +1.50% |
| Q4 2023 | 224.7K | $35,428 | +1.04% |
| Q3 2023 | 19.5K | $3,122 | +0.11% |
| Q2 2023 | 18.6K | $2,930 | +0.10% |
| Q1 2023 | 3.1K | $459 | +0.02% |
| Q4 2022 | 3.2K | $459 | +0.02% |
| Q3 2022 | 4.4K | $577,000 | +0.03% |
| Q2 2022 | 4.4K | $532,000 | +0.03% |
| Q1 2022 | 8.6K | $1M | +0.06% |
| Q4 2021 | 286.7K | $41M | +1.86% |
| Q3 2021 | 272.6K | $38M | +1.86% |
| Q2 2021 | 260.8K | $37M | +1.65% |
| Q1 2021 | 241.2K | $33M | +1.60% |
| Q4 2020 | 215.2K | $31M | +1.68% |
| Q3 2020 | 215.2K | $30M | +1.87% |
| Q2 2020 | 217.4K | $26M | +1.84% |
| Q1 2020 | 226.4K | $26M | +2.05% |
| Q4 2019 | 235.7K | $28M | +1.73% |
| Q3 2019 | 240.6K | $29M | +1.89% |
| Q2 2019 | 236.5K | $26M | +2.00% |
| Q1 2019 | 232.8K | $23M | +1.94% |
| Q4 2018 | 225.9K | $21M | +1.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Signature Estate & Investment Advisors LLC’s full portfolio or all institutional holders of WMT.