SEC 13F Intelligence

Summit Place Financial Advisors, LLC / WMT

Summit Place Financial Advisors, LLC’s Walmart Inc Position

Does Summit Place Financial Advisors, LLC own Walmart Inc (WMT)? Yes — 39.5K shares worth $5M (+2.36% of its 13F portfolio) as of Q1 2026, down from 42.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
39.5K
% of Portfolio
+2.36%
Quarters Held
17
currently held

Position History WMT

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.5K$5M+2.36%
Q4 202542.2K$5M+2.28%
Q3 202543.7K$5M+2.12%
Q2 202543.6K$4M+2.15%
Q1 202543.3K$4M+2.15%
Q4 202444.9K$4M+2.31%
Q3 202448.2K$4M+2.17%
Q2 202452.6K$4M+2.11%
Q1 202452.7K$3M+1.86%
Q4 202318.3K$3M+1.88%
Q3 202317.0K$3M+1.93%
Q2 202318.1K$3M+1.84%
Q1 202318.3K$3M+1.92%
Q4 202217.1K$2M+1.99%
Q3 202214.8K$2M+1.78%
Q2 202214.7K$2M+1.50%
Q1 202212.4K$2M+1.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Place Financial Advisors, LLC’s full portfolio or all institutional holders of WMT.