SEC 13F Intelligence

V Wealth Advisors LLC / WMT

V Wealth Advisors LLC’s Walmart Inc Position

Does V Wealth Advisors LLC own Walmart Inc (WMT)? Yes18.9K shares worth $3M (+2.42% of its 13F portfolio) as of Q3 2023, down from 46.4K shares the prior filed quarter.

Position Value
$3M
Q3 2023
Shares
18.9K
% of Portfolio
+2.42%
Quarters Held
20
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $706,000Q4 ’18Q1 ’19: $863,000Q2 ’19: $961,000Q3 ’19: $1MQ3 ’19Q4 ’19: $1MQ1 ’20: $4MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $5MQ1 ’21: $4MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $6MQ1 ’23: $7MQ2 ’23: $7MQ2 ’23Q3 ’23: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202318.9K$3M+2.42%
Q2 202346.4K$7M+1.22%
Q1 202345.6K$7M+1.26%
Q4 202245.5K$6M+1.33%
Q3 202231.0K$4M+0.81%
Q2 202234.9K$4M+0.80%
Q1 202232.8K$5M+0.78%
Q4 202133.6K$5M+0.71%
Q3 202132.9K$5M+0.71%
Q2 202132.8K$5M+0.74%
Q1 202132.2K$4M+0.80%
Q4 202031.3K$5M+0.93%
Q3 202023.0K$3M+2.23%
Q2 202029.0K$3M+0.90%
Q1 202038.6K$4M+1.37%
Q4 20199.5K$1M+0.40%
Q3 20199.5K$1M+0.40%
Q2 20198.7K$961,000+0.37%
Q1 20198.4K$863,000+0.35%
Q4 20187.4K$706,000+0.36%

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