Naviter Wealth, LLC’s Walmart Inc Position
Does Naviter Wealth, LLC own Walmart Inc (WMT)? Yes — 78.4K shares worth $10M (+1.22% of its 13F portfolio) as of Q1 2026, down from 82.8K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
78.4K
% of Portfolio
+1.22%
Quarters Held
18
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 78.4K | $10M | +1.22% |
| Q4 2025 | 82.8K | $9M | +1.20% |
| Q3 2025 | 85.7K | $9M | +1.03% |
| Q2 2025 | 83.3K | $8M | +1.00% |
| Q1 2025 | 92.1K | $8M | +0.95% |
| Q4 2024 | 73.5K | $7M | +0.80% |
| Q3 2024 | 53.6K | $4M | +0.60% |
| Q2 2024 | 49.7K | $3M | +0.50% |
| Q1 2024 | 48.2K | $3M | +0.48% |
| Q4 2023 | 15.6K | $2M | +0.50% |
| Q3 2023 | 13.7K | $2M | +0.53% |
| Q2 2023 | 13.4K | $2M | +0.54% |
| Q1 2023 | 11.9K | $2M | +0.61% |
| Q4 2022 | 11.3K | $2M | +0.44% |
| Q3 2022 | 10.3K | $1M | +0.55% |
| Q2 2022 | 10.0K | $1M | +0.50% |
| Q1 2022 | 5.5K | $827,000 | +0.28% |
| Q4 2021 | 5.5K | $803,000 | +0.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naviter Wealth, LLC’s full portfolio or all institutional holders of WMT.