Greystone Financial Group, LLC / WMT
Greystone Financial Group, LLC’s Walmart Inc Position
Does Greystone Financial Group, LLC own Walmart Inc (WMT)? Yes — 64.8K shares worth $8M (+2.28% of its 13F portfolio) as of Q1 2026, down from 160.0K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
64.8K
% of Portfolio
+2.28%
Quarters Held
22
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 64.8K | $8M | +2.28% |
| Q4 2025 | 160.0K | $18M | +2.78% |
| Q3 2025 | 166.3K | $17M | +2.65% |
| Q2 2025 | 167.8K | $16M | +2.70% |
| Q1 2025 | 170.1K | $15M | +2.71% |
| Q4 2024 | 168.3K | $15M | +2.64% |
| Q3 2024 | 174.8K | $14M | +2.52% |
| Q2 2024 | 180.5K | $12M | +2.39% |
| Q1 2024 | 184.1K | $11M | +2.21% |
| Q4 2023 | 61.8K | $10M | +2.26% |
| Q3 2023 | 60.8K | $10M | +2.43% |
| Q2 2023 | 61.1K | $10M | +2.23% |
| Q1 2023 | 61.3K | $9M | +2.28% |
| Q4 2022 | 59.4K | $8M | +2.48% |
| Q3 2022 | 60.2K | $8M | +2.65% |
| Q2 2022 | 60.7K | $7M | +2.30% |
| Q1 2022 | 59.7K | $9M | +2.25% |
| Q4 2021 | 56.8K | $8M | +1.97% |
| Q3 2021 | 44.3K | $6M | +1.84% |
| Q2 2021 | 51.1K | $7M | +1.79% |
| Q1 2021 | 51.3K | $7M | +1.80% |
| Q4 2020 | 54.3K | $8M | +2.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of WMT.