Westover Capital Advisors, LLC / WMT
Westover Capital Advisors, LLC’s Walmart Inc Position
Does Westover Capital Advisors, LLC own Walmart Inc (WMT)? Yes — 49.4K shares worth $6M (+1.13% of its 13F portfolio) as of Q1 2026, down from 49.9K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
49.4K
% of Portfolio
+1.13%
Quarters Held
29
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 49.4K | $6M | +1.13% |
| Q4 2025 | 49.9K | $6M | +1.01% |
| Q3 2025 | 50.8K | $5M | +0.97% |
| Q2 2025 | 50.1K | $5M | +0.98% |
| Q1 2025 | 49.8K | $4M | +0.97% |
| Q4 2024 | 41.4K | $4M | +0.82% |
| Q3 2024 | 42.7K | $3M | +0.66% |
| Q2 2024 | 44.6K | $3M | +0.78% |
| Q1 2024 | 42.0K | $3M | +0.74% |
| Q4 2023 | 14.5K | $2M | +0.74% |
| Q3 2023 | 11.8K | $2M | +0.68% |
| Q2 2023 | 11.5K | $2M | +0.63% |
| Q1 2023 | 11.5K | $2M | +0.63% |
| Q3 2022 | 12.5K | $2M | +0.62% |
| Q2 2022 | 17.6K | $2M | +0.79% |
| Q1 2022 | 17.3K | $3M | +0.80% |
| Q4 2021 | 18.3K | $3M | +0.77% |
| Q3 2021 | 18.9K | $3M | +0.83% |
| Q2 2021 | 19.1K | $3M | +0.86% |
| Q1 2021 | 21.5K | $3M | +1.00% |
| Q4 2020 | 24.8K | $4M | +1.29% |
| Q3 2020 | 24.9K | $3M | +1.43% |
| Q2 2020 | 23.8K | $3M | +1.34% |
| Q1 2020 | 23.4K | $3M | +1.44% |
| Q4 2019 | 21.9K | $3M | +1.16% |
| Q3 2019 | 23.2K | $3M | +1.30% |
| Q2 2019 | 23.3K | $3M | +1.27% |
| Q1 2019 | 23.6K | $2M | +1.19% |
| Q4 2018 | 13.7K | $1M | +0.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westover Capital Advisors, LLC’s full portfolio or all institutional holders of WMT.