Targeted Financial Services LLC / WMT
Targeted Financial Services LLC’s Walmart Inc Position
Does Targeted Financial Services LLC own Walmart Inc (WMT)? Yes — 18.8K shares worth $2M (+1.92% of its 13F portfolio) as of Q1 2026.
Position Value
$2M
Q1 2026
Shares
18.8K
% of Portfolio
+1.92%
Quarters Held
1
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.8K | $2M | +1.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Targeted Financial Services LLC’s full portfolio or all institutional holders of WMT.