Heritage Wealth Advisors / WMT
Heritage Wealth Advisors’s Walmart Inc Position
Does Heritage Wealth Advisors own Walmart Inc (WMT)? Yes — 381.5K shares worth $47M (+1.85% of its 13F portfolio) as of Q1 2026, down from 487.3K shares the prior filed quarter.
Position Value
$47M
Q1 2026
Shares
381.5K
% of Portfolio
+1.85%
Quarters Held
30
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 381.5K | $47M | +1.85% |
| Q4 2025 | 487.3K | $54M | +2.07% |
| Q3 2025 | 495.4K | $51M | +2.23% |
| Q2 2025 | 493.5K | $48M | +2.29% |
| Q1 2025 | 501.1K | $44M | +2.23% |
| Q4 2024 | 500.6K | $45M | +2.24% |
| Q3 2024 | 551.4K | $45M | +2.09% |
| Q2 2024 | 559.8K | $38M | +1.71% |
| Q1 2024 | 586 | $5,116 | 0.00% |
| Q4 2023 | 179.8K | $28M | +1.41% |
| Q3 2023 | 179.5K | $29M | +1.57% |
| Q2 2023 | 188.0K | $30M | +1.56% |
| Q1 2023 | 186.2K | $27M | +1.53% |
| Q4 2022 | 175.7K | $25M | +1.44% |
| Q3 2022 | 170.3K | $22M | +1.60% |
| Q2 2022 | 157.7K | $19M | +1.33% |
| Q1 2022 | 130.0K | $19M | +1.07% |
| Q4 2021 | 119.9K | $17.4B | +0.95% |
| Q3 2021 | 111.2K | $15.5B | +0.95% |
| Q2 2021 | 105.6K | $14.9B | +0.92% |
| Q1 2021 | 90.8K | $12.3B | +0.74% |
| Q4 2020 | 71.4K | $10M | +0.64% |
| Q3 2020 | 71.8K | $10.1B | +1.30% |
| Q2 2020 | 71.8K | $8.6B | +1.20% |
| Q1 2020 | 57.9K | $6.6B | +1.18% |
| Q4 2019 | 43.6K | $5.2B | +0.68% |
| Q3 2019 | 39.1K | $5M | +0.68% |
| Q2 2019 | 35.0K | $3.9B | +0.59% |
| Q1 2019 | 35.0K | $3.4B | +0.56% |
| Q4 2018 | 29.7K | $3M | +0.54% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Advisors’s full portfolio or all institutional holders of WMT.