SEC 13F Intelligence

United Capital Financial Advisors, LLC / WMT

United Capital Financial Advisors, LLC’s Walmart Inc Position

Does United Capital Financial Advisors, LLC own Walmart Inc (WMT)? Yes — 313.8K shares worth $39M (+0.24% of its 13F portfolio) as of Q1 2026, down from 397.3K shares the prior filed quarter.

Position Value
$39M
Q1 2026
Shares
313.8K
% of Portfolio
+0.24%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $40MQ4 ’18Q1 ’19: $43MQ2 ’19: $52MQ3 ’19: $52MQ4 ’19: $58MQ4 ’19Q1 ’20: $63MQ2 ’20: $61MQ3 ’20: $75MQ4 ’20: $77MQ4 ’20Q1 ’21: $39MQ2 ’21: $39MQ3 ’21: $38MQ4 ’21: $40MQ4 ’21Q1 ’22: $42MQ2 ’22: $74MQ3 ’22: $76MQ4 ’22: $83MQ4 ’22Q1 ’23: $85MQ2 ’23: $84MQ3 ’23: $84MQ4 ’23: $44MQ4 ’23Q1 ’24: $44MQ2 ’24: $47MQ3 ’24: $54MQ4 ’24: $46MQ4 ’24Q1 ’25: $38MQ2 ’25: $39MQ3 ’25: $40MQ4 ’25: $44MQ4 ’25Q1 ’26: $39Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026313.8K$39M+0.24%
Q4 2025397.3K$44M+0.27%
Q3 2025389.7K$40M+0.29%
Q2 2025397.4K$39M+0.31%
Q1 2025430.9K$38M+0.32%
Q4 2024508.1K$46M+0.39%
Q3 2024670.6K$54M+0.45%
Q2 2024687.8K$47M+0.40%
Q1 2024726.5K$44M+0.36%
Q4 2023279.4K$44M+0.37%
Q3 2023523.6K$84M+0.55%
Q2 2023572.5K$84M+0.47%
Q1 2023573.4K$85M+0.46%
Q4 2022586.5K$83M+0.47%
Q3 2022585.9K$76M+0.45%
Q2 2022607.9K$74M+0.41%
Q1 2022279.9K$42M+0.20%
Q4 2021275.7K$40M+0.18%
Q3 2021275.8K$38M+0.19%
Q2 2021273.5K$39M+0.19%
Q1 2021283.9K$39M+0.21%
Q4 2020531.2K$77M+0.46%
Q3 2020533.2K$75M+0.49%
Q2 2020511.2K$61M+0.45%
Q1 2020572.6K$63M+0.52%
Q4 2019488.2K$58M+0.37%
Q3 2019441.5K$52M+0.37%
Q2 2019472.6K$52M+0.34%
Q1 2019436.8K$43M+0.30%
Q4 2018431.4K$40M+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of WMT.