SEC 13F Intelligence

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management / WMT

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s Walmart Inc Position

Does Empirical Financial Services, LLC D.b.a. Empirical Wealth Management own Walmart Inc (WMT)? Yes176.3K shares worth $22M (+0.38% of its 13F portfolio) as of Q1 2026, down from 176.6K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
176.3K
% of Portfolio
+0.38%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $217,000Q4 ’18Q1 ’19: $407,000Q2 ’19: $547,000Q3 ’19: $586,000Q4 ’19: $603,000Q4 ’19Q1 ’20: $575,000Q2 ’20: $574,000Q3 ’20: $548,000Q4 ’20: $737,000Q4 ’20Q1 ’21: $863,000Q2 ’21: $940,000Q3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $852,000Q2 ’22: $923,000Q3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $17MQ2 ’25: $22MQ3 ’25: $18MQ4 ’25: $20MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026176.3K$22M+0.38%
Q4 2025176.6K$20M+0.35%
Q3 2025173.6K$18M+0.36%
Q2 2025226.9K$22M+0.50%
Q1 2025191.8K$17M+0.43%
Q4 202442.6K$4M+0.10%
Q3 202439.5K$3M+0.09%
Q2 202431.6K$2M+0.06%
Q1 202432.8K$2M+0.06%
Q4 20238.7K$1M+0.05%
Q3 20239.1K$1M+0.06%
Q2 20237.8K$1M+0.05%
Q1 20237.4K$1M+0.05%
Q4 20227.3K$1M+0.05%
Q3 20228.3K$1M+0.06%
Q2 20227.6K$923,000+0.05%
Q1 20225.7K$852,000+0.04%
Q4 20217.9K$1M+0.06%
Q3 20217.9K$1M+0.06%
Q2 20216.7K$940,000+0.06%
Q1 20216.4K$863,000+0.07%
Q4 20205.1K$737,000+0.06%
Q3 20203.9K$548,000+0.05%
Q2 20204.8K$574,000+0.05%
Q1 20205.1K$575,000+0.06%
Q4 20195.1K$603,000+0.07%
Q3 20194.9K$586,000+0.07%
Q2 20195.0K$547,000+0.07%
Q1 20194.2K$407,000+0.06%
Q4 20182.3K$217,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s full portfolio or all institutional holders of WMT.