Edge Capital Group, LLC’s Walmart Inc Position
Does Edge Capital Group, LLC own Walmart Inc (WMT)? Yes — 296.4K shares worth $27M (+1.19% of its 13F portfolio) as of Q4 2024, down from 297.1K shares the prior filed quarter.
Position Value
$27M
Q4 2024
Shares
296.4K
% of Portfolio
+1.19%
Quarters Held
23
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 296.4K | $27M | +1.19% |
| Q3 2024 | 297.1K | $24M | +1.06% |
| Q2 2024 | 301.9K | $20M | +0.99% |
| Q1 2024 | 292.5K | $18M | +0.88% |
| Q4 2023 | 93.4K | $15M | +0.82% |
| Q3 2023 | 90.3K | $14M | +0.94% |
| Q2 2023 | 104.7K | $16M | +0.94% |
| Q1 2023 | 102.8K | $15M | +0.93% |
| Q4 2022 | 88.2K | $13M | +0.87% |
| Q3 2022 | 85.1K | $11M | +0.91% |
| Q2 2022 | 22.0K | $3M | +0.23% |
| Q1 2022 | 4.1K | $615,000 | +0.04% |
| Q4 2021 | 4.3K | $615,000 | +0.04% |
| Q3 2021 | 4.4K | $607,000 | +0.05% |
| Q2 2021 | 4.9K | $689,000 | +0.06% |
| Q1 2021 | 5.9K | $806,000 | +0.07% |
| Q4 2020 | 21.0K | $3M | +0.26% |
| Q3 2020 | 5.3K | $744,000 | +0.07% |
| Q2 2020 | 3.2K | $389,000 | +0.04% |
| Q1 2020 | 2.5K | $279,000 | +0.03% |
| Q4 2019 | 2.1K | $247,000 | +0.02% |
| Q3 2019 | 2.2K | $267,000 | +0.03% |
| Q2 2019 | 2.5K | $277,000 | +0.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edge Capital Group, LLC’s full portfolio or all institutional holders of WMT.