Transform Wealth, LLC’s Walmart Inc Position
Does Transform Wealth, LLC own Walmart Inc (WMT)? Yes — 220.7K shares worth $19M (+1.18% of its 13F portfolio) as of Q1 2025, up from 218.5K shares the prior filed quarter.
Position Value
$19M
Q1 2025
Shares
220.7K
% of Portfolio
+1.18%
Quarters Held
23
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 220.7K | $19M | +1.18% |
| Q4 2024 | 218.5K | $20M | +1.10% |
| Q3 2024 | 196.0K | $16M | +1.05% |
| Q2 2024 | 190.5K | $13M | +0.97% |
| Q1 2024 | 173.1K | $10M | +0.99% |
| Q4 2023 | 1.4K | $228,642 | +0.02% |
| Q3 2023 | 1.5K | $244,499 | +0.03% |
| Q2 2023 | 2.2K | $340,651 | +0.03% |
| Q1 2023 | 1.8K | $267,747 | +0.03% |
| Q1 2022 | 3.5K | $525,000 | +0.06% |
| Q4 2021 | 50.8K | $7M | +0.77% |
| Q3 2021 | 60.1K | $8M | +0.96% |
| Q2 2021 | 50.6K | $7M | +0.87% |
| Q1 2021 | 23.8K | $3M | +0.65% |
| Q4 2020 | 20.8K | $3M | +0.63% |
| Q3 2020 | 43.6K | $6M | +0.98% |
| Q2 2020 | 42.0K | $5M | +0.86% |
| Q1 2020 | 38.1K | $4M | +0.92% |
| Q4 2019 | 37.6K | $4M | +0.71% |
| Q3 2019 | 38.2K | $5M | +0.80% |
| Q2 2019 | 38.2K | $4M | +0.62% |
| Q1 2019 | 38.4K | $4M | +0.69% |
| Q4 2018 | 38.1K | $4M | +0.73% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of WMT.