Peterson Wealth Management / WMT
Peterson Wealth Management’s Walmart Inc Position
Does Peterson Wealth Management own Walmart Inc (WMT)? Yes — 44.3K shares worth $6M (+3.19% of its 13F portfolio) as of Q1 2026, up from 42.9K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
44.3K
% of Portfolio
+3.19%
Quarters Held
22
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 44.3K | $6M | +3.19% |
| Q4 2025 | 42.9K | $5M | +3.55% |
| Q3 2025 | 47.2K | $5M | +2.74% |
| Q2 2025 | 50.3K | $4M | +2.97% |
| Q4 2024 | 48.6K | $4M | +2.61% |
| Q3 2024 | 46.6K | $4M | +2.40% |
| Q2 2024 | 59.2K | $4M | +2.47% |
| Q1 2024 | 50.5K | $3M | +2.19% |
| Q4 2023 | 12.5K | $2M | +1.77% |
| Q3 2023 | 8.8K | $1M | +1.16% |
| Q2 2023 | 5.9K | $921,949 | +0.73% |
| Q4 2022 | 3.8K | $542,847 | +0.55% |
| Q3 2022 | 3.8K | $495,000 | +0.46% |
| Q1 2022 | 8.6K | $1M | +0.86% |
| Q4 2021 | 12.2K | $2M | +1.18% |
| Q3 2021 | 11.7K | $2M | +1.26% |
| Q2 2021 | 11.5K | $2M | +1.26% |
| Q1 2021 | 13.0K | $2M | +1.50% |
| Q3 2020 | 7.7K | $1M | +0.95% |
| Q2 2020 | 5.0K | $604,000 | +0.60% |
| Q1 2020 | 2.4K | $272,000 | +0.33% |
| Q4 2019 | 1.9K | $218,000 | +0.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Management’s full portfolio or all institutional holders of WMT.