SEC 13F Intelligence

Westwood Holdings Group Inc / WMT

Westwood Holdings Group Inc’s Walmart Inc Position

Does Westwood Holdings Group Inc own Walmart Inc (WMT)? Yes — 365.6K shares worth $45M (+0.33% of its 13F portfolio) as of Q1 2026, down from 381.4K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
365.6K
% of Portfolio
+0.33%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $897,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $331,000Q4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $68MQ4 ’20: $70MQ4 ’20Q1 ’21: $99MQ2 ’21: $106MQ3 ’21: $102MQ4 ’21: $117MQ4 ’21Q1 ’22: $151MQ2 ’22: $88MQ3 ’22: $85MQ4 ’22: $92,138Q4 ’22Q1 ’23: $109,388Q2 ’23: $111,315Q3 ’23: $111,257Q4 ’23: $89,786Q4 ’23Q1 ’24: $92,148Q2 ’24: $98MQ3 ’24: $104MQ4 ’24: $94MQ4 ’24Q1 ’25: $79MQ2 ’25: $83MQ3 ’25: $47MQ4 ’25: $42MQ4 ’25Q1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026365.6K$45M+0.33%
Q4 2025381.4K$42M+0.35%
Q3 2025451.9K$47M+0.33%
Q2 2025849.7K$83M+0.62%
Q1 2025905.2K$79M+0.60%
Q4 20241.04M$94M+0.72%
Q3 20241.28M$104M+0.44%
Q2 20241.44M$98M+0.46%
Q1 20241.53M$92,148+0.73%
Q4 2023569.5K$89,786+0.76%
Q3 2023695.7K$111,257+1.04%
Q2 2023708.2K$111,315+1.00%
Q1 2023741.9K$109,388+0.98%
Q4 2022649.8K$92,138+0.81%
Q3 2022656.5K$85M+1.01%
Q2 2022727.9K$88M+0.97%
Q1 20221.01M$151M+1.39%
Q4 2021811.9K$117M+1.05%
Q3 2021734.7K$102M+1.11%
Q2 2021752.5K$106M+1.08%
Q1 2021726.5K$99M+0.99%
Q4 2020486.8K$70M+0.82%
Q3 2020482.8K$68M+0.86%
Q2 202010.8K$1M+0.02%
Q1 202010.8K$1M+0.02%
Q4 20192.8K$331,0000.00%
Q3 201911.3K$1M+0.01%
Q2 201913.2K$1M+0.02%
Q1 201913.3K$1M+0.01%
Q4 20189.6K$897,000+0.01%

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