SEC 13F Intelligence

Lumature Wealth Partners, LLC / WMT

Lumature Wealth Partners, LLC’s Walmart Inc Position

Does Lumature Wealth Partners, LLC own Walmart Inc (WMT)? Yes — 11.3K shares worth $2M (+1.06% of its 13F portfolio) as of Q2 2023, down from 11.4K shares the prior filed quarter.

Position Value
$2M
Q2 2023
Shares
11.3K
% of Portfolio
+1.06%
Quarters Held
11
currently held

Position History WMT

Reported value by quarter
Q4 ’20: $828,000Q4 ’20Q1 ’21: $1MQ2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202311.3K$2M+1.06%
Q1 202311.4K$2M+0.94%
Q4 202211.3K$2M+0.89%
Q3 202211.8K$2M+0.82%
Q2 202211.6K$1M+0.63%
Q1 202212.9K$2M+0.77%
Q4 20219.2K$1M+0.52%
Q3 20218.8K$1M+0.50%
Q2 20218.2K$1M+0.48%
Q1 20217.4K$1M+0.53%
Q4 20205.7K$828,000+0.78%

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