SEC 13F Intelligence

Richard C. Young & Co., Ltd. / WMT

Richard C. Young & Co., Ltd.’s Walmart Inc Position

Does Richard C. Young & Co., Ltd. own Walmart Inc (WMT)? Yes — 219.1K shares worth $27M (+2.26% of its 13F portfolio) as of Q1 2026, up from 218.3K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
219.1K
% of Portfolio
+2.26%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $8MQ2 ’20: $8MQ3 ’20: $10MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $11MQ2 ’24: $13MQ3 ’24: $16MQ4 ’24: $18MQ4 ’24Q1 ’25: $17MQ2 ’25: $19MQ3 ’25: $20MQ4 ’25: $24MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026219.1K$27M+2.26%
Q4 2025218.3K$24M+2.18%
Q3 2025195.8K$20M+1.87%
Q2 2025195.7K$19M+1.89%
Q1 2025194.4K$17M+1.83%
Q4 2024194.1K$18M+1.91%
Q3 2024196.7K$16M+1.74%
Q2 2024193.2K$13M+1.59%
Q1 2024185.8K$11M+1.40%
Q4 202357.8K$9M+1.22%
Q3 202355.5K$9M+1.26%
Q2 202355.9K$9M+1.21%
Q1 202356.7K$8M+1.15%
Q4 202264.5K$9M+1.22%
Q3 202266.8K$9M+1.33%
Q2 202267.9K$8M+1.07%
Q1 202267.7K$10M+1.29%
Q4 202170.0K$10M+1.28%
Q3 202171.1K$10M+1.36%
Q2 202171.5K$10M+1.28%
Q1 202171.7K$10M+1.29%
Q4 202071.3K$10M+1.56%
Q3 202070.7K$10M+1.59%
Q2 202070.1K$8M+1.40%
Q1 202069.8K$8M+1.54%
Q4 201968.4K$8M+1.35%
Q3 201966.4K$8M+1.42%
Q2 201965.3K$7M+1.37%
Q1 201956.5K$6M+1.05%
Q4 201853.7K$5M+1.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richard C. Young & Co., Ltd.’s full portfolio or all institutional holders of WMT.