SEC 13F Intelligence

Willis Investment Counsel / WMT

Willis Investment Counsel’s Walmart Inc Position

Does Willis Investment Counsel own Walmart Inc (WMT)? Not currently — the last reported position was 305.5K shares worth $34M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$34M
Q4 2025
Shares
305.5K
% of Portfolio
+1.76%
Quarters Held
25
position exited

Position History WMT

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $5MQ1 ’20: $5MQ2 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $18MQ2 ’21: $19MQ3 ’21: $20MQ4 ’21: $27MQ4 ’21Q1 ’22: $31MQ2 ’22: $25MQ3 ’22: $23MQ4 ’22: $25MQ4 ’22Q1 ’23: $25MQ2 ’23: $27MQ3 ’23: $21MQ4 ’23: $20MQ4 ’23Q1 ’24: $23MQ2 ’24: $26MQ3 ’24: $31MQ4 ’24: $35MQ4 ’24Q1 ’25: $27MQ2 ’25: $30MQ3 ’25: $31MQ4 ’25: $34MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025305.5K$34M+1.76%
Q3 2025305.5K$31M+1.72%
Q2 2025304.8K$30M+1.74%
Q1 2025302.2K$27M+1.78%
Q4 2024385.2K$35M+2.28%
Q3 2024385.1K$31M+2.02%
Q2 2024385.5K$26M+1.81%
Q1 2024385.5K$23M+1.60%
Q4 2023128.5K$20M+1.43%
Q3 2023128.5K$21M+1.54%
Q2 2023171.6K$27M+1.74%
Q1 2023171.8K$25M+1.63%
Q4 2022179.3K$25M+1.63%
Q3 2022179.4K$23M+1.69%
Q2 2022204.8K$25M+1.53%
Q1 2022207.9K$31M+1.64%
Q4 2021185.3K$27M+1.41%
Q3 2021144.5K$20M+1.15%
Q2 2021131.6K$19M+1.10%
Q1 2021131.6K$18M+1.09%
Q4 202043.2K$6M+0.43%
Q2 202047.8K$6M+0.44%
Q1 202047.8K$5M+0.45%
Q1 2019112.9K$5M+0.34%
Q4 201860.7K$6M+0.42%

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