SEC 13F Intelligence

Wt Wealth Management / WMT

Wt Wealth Management’s Walmart Inc Position

Does Wt Wealth Management own Walmart Inc (WMT)? Yes29.0K shares worth $4M (+1.07% of its 13F portfolio) as of Q1 2026, down from 29.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
29.0K
% of Portfolio
+1.07%
Quarters Held
21
currently held

Position History WMT

Reported value by quarter
Q3 ’19: $751,000Q3 ’19Q4 ’19: $721,000Q1 ’20: $766,000Q2 ’20: $854,000Q2 ’20Q3 ’20: $1MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ4 ’23: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.0K$4M+1.07%
Q4 202529.5K$3M+0.94%
Q3 202526.8K$3M+0.79%
Q1 202542.0K$4M+1.20%
Q4 202446.6K$4M+1.32%
Q3 202445.3K$4M+1.18%
Q4 202317.5K$3M+1.09%
Q4 202212.6K$2M+0.87%
Q3 202213.6K$2M+0.88%
Q2 202213.4K$2M+0.80%
Q1 202217.6K$3M+1.01%
Q4 202118.0K$3M+0.96%
Q3 202115.4K$2M+0.83%
Q2 202113.5K$2M+0.77%
Q1 202112.1K$2M+0.76%
Q4 202011.3K$2M+0.89%
Q3 20208.3K$1M+0.76%
Q2 20207.1K$854,000+0.69%
Q1 20206.7K$766,000+0.81%
Q4 20196.0K$721,000+0.55%
Q3 20196.3K$751,000+0.65%

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