Wambolt & Associates, LLC / WMT
Wambolt & Associates, LLC’s Walmart Inc Position
Does Wambolt & Associates, LLC own Walmart Inc (WMT)? Yes — 46.8K shares worth $5M (+1.55% of its 13F portfolio) as of Q2 2025, down from 48.4K shares the prior filed quarter.
Position Value
$5M
Q2 2025
Shares
46.8K
% of Portfolio
+1.55%
Quarters Held
27
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 46.8K | $5M | +1.55% |
| Q1 2025 | 48.4K | $4M | +1.46% |
| Q4 2024 | 52.1K | $5M | +1.51% |
| Q3 2024 | 63.7K | $5M | +1.41% |
| Q2 2024 | 68.0K | $5M | +1.33% |
| Q1 2024 | 67.5K | $4M | +1.21% |
| Q4 2023 | 24.0K | $4M | +1.24% |
| Q3 2023 | 23.2K | $4M | +1.35% |
| Q2 2023 | 18.2K | $3M | +1.02% |
| Q1 2023 | 17.6K | $3M | +0.93% |
| Q4 2022 | 17.5K | $2M | +0.95% |
| Q3 2022 | 17.3K | $2M | +0.95% |
| Q2 2022 | 17.6K | $2M | +0.86% |
| Q1 2022 | 16.6K | $3M | +0.91% |
| Q4 2021 | 16.1K | $2M | +0.84% |
| Q3 2021 | 15.0K | $2M | +0.82% |
| Q2 2021 | 13.6K | $2M | +0.81% |
| Q1 2021 | 12.2K | $2M | +0.86% |
| Q4 2020 | 11.6K | $2M | +1.00% |
| Q3 2020 | 10.7K | $1M | +1.12% |
| Q2 2020 | 9.8K | $1M | +0.92% |
| Q1 2020 | 8.4K | $950,000 | +0.98% |
| Q4 2019 | 7.6K | $906,000 | +0.69% |
| Q3 2019 | 6.9K | $815,000 | +0.67% |
| Q2 2019 | 6.9K | $758,000 | +0.64% |
| Q1 2019 | 5.7K | $560,000 | +0.51% |
| Q4 2018 | 5.2K | $480,000 | +0.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of WMT.