SEC 13F Intelligence

Aries Wealth Management / WMT

Aries Wealth Management’s Walmart Inc Position

Does Aries Wealth Management own Walmart Inc (WMT)? Yes54.4K shares worth $7M (+1.49% of its 13F portfolio) as of Q1 2026, down from 54.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
54.4K
% of Portfolio
+1.49%
Quarters Held
29
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $808,000Q4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $20MQ4 ’21Q2 ’22: $2MQ3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ4 ’25: $6MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.4K$7M+1.49%
Q4 202554.5K$6M+1.34%
Q3 202553.7K$6M+1.31%
Q2 202553.6K$5M+1.37%
Q1 202555.5K$5M+1.32%
Q4 202455.8K$5M+1.39%
Q3 202456.5K$5M+1.25%
Q2 202459.8K$4M+1.28%
Q1 202459.9K$4M+1.16%
Q4 202320.3K$3M+1.14%
Q3 202320.7K$3M+1.31%
Q2 202320.2K$3M+1.23%
Q1 202320.1K$3M+1.22%
Q4 202220.3K$3M+1.24%
Q3 202219.9K$3M+1.26%
Q2 202219.7K$2M+1.09%
Q4 2021136.8K$20M+1.08%
Q3 202118.6K$3M+1.10%
Q2 202117.7K$3M+1.07%
Q1 202117.5K$2M+1.10%
Q4 202017.3K$3M+1.27%
Q3 202017.3K$2M+1.38%
Q2 202017.5K$2M+1.28%
Q1 202017.3K$2M+1.56%
Q4 201917.0K$2M+1.22%
Q3 201917.0K$2M+1.36%
Q2 201917.1K$2M+1.34%
Q1 201917.2K$2M+1.25%
Q4 20188.7K$808,000+0.86%

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