SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / WMT

Steward Partners Investment Advisory, LLC’s Walmart Inc Position

Does Steward Partners Investment Advisory, LLC own Walmart Inc (WMT)? Yes — 1.11M shares worth $138M (+0.70% of its 13F portfolio) as of Q1 2026, up from 950.9K shares the prior filed quarter.

Position Value
$138M
Q1 2026
Shares
1.11M
% of Portfolio
+0.70%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $13MQ3 ’19: $15MQ4 ’19: $14MQ4 ’19Q1 ’20: $14MQ2 ’20: $16MQ3 ’20: $23MQ4 ’20: $25MQ4 ’20Q1 ’21: $55.9BQ2 ’21: $29MQ3 ’21: $28MQ4 ’21: $32MQ4 ’21Q1 ’22: $34MQ2 ’22: $25MQ3 ’22: $25MQ4 ’22: $27MQ4 ’22Q1 ’23: $30MQ2 ’23: $37MQ3 ’23: $37MQ4 ’23: $37MQ4 ’23Q1 ’24: $55MQ2 ’24: $63MQ3 ’24: $80MQ4 ’24: $92MQ4 ’24Q1 ’25: $84MQ2 ’25: $96MQ3 ’25: $96MQ4 ’25: $106MQ4 ’25Q1 ’26: $138Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.11M$138M+0.70%
Q4 2025950.9K$106M+0.58%
Q3 2025931.2K$96M+0.55%
Q2 2025977.6K$96M+0.75%
Q1 2025953.0K$84M+0.74%
Q4 20241.02M$92M+0.82%
Q3 2024995.9K$80M+0.74%
Q2 2024930.4K$63M+0.66%
Q1 2024916.4K$55M+0.61%
Q4 2023234.8K$37M+0.50%
Q3 2023230.5K$37M+0.57%
Q2 2023234.6K$37M+0.55%
Q1 2023200.9K$30M+0.47%
Q4 2022189.3K$27M+0.46%
Q3 2022190.7K$25M+0.46%
Q2 2022207.5K$25M+0.46%
Q1 2022229.0K$34M+0.53%
Q4 2021222.3K$32M+0.49%
Q3 2021200.0K$28M+0.48%
Q2 2021206.0K$29M+0.49%
Q1 2021411.9K$55.9B+0.49%
Q4 2020172.9K$25M+0.54%
Q3 2020161.3K$23M+0.57%
Q2 2020133.1K$16M+0.45%
Q1 2020123.7K$14M+0.51%
Q4 2019117.8K$14M+0.41%
Q3 2019124.8K$15M+0.50%
Q2 2019121.2K$13M+0.49%
Q1 2019111.3K$11M+0.46%
Q4 2018109.1K$10M+0.49%

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