Peterson Wealth Services / WMT
Peterson Wealth Services’s Walmart Inc Position
Does Peterson Wealth Services own Walmart Inc (WMT)? Yes — 35.1K shares worth $4M (+1.08% of its 13F portfolio) as of Q1 2026, down from 35.8K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
35.1K
% of Portfolio
+1.08%
Quarters Held
18
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 35.1K | $4M | +1.08% |
| Q4 2025 | 35.8K | $4M | +1.02% |
| Q3 2025 | 20 | $4M | +0.94% |
| Q2 2025 | 37.2K | $4M | +1.00% |
| Q1 2025 | 36.6K | $3M | +0.99% |
| Q4 2024 | 35.1K | $3M | +0.95% |
| Q3 2024 | 34.2K | $3M | +0.88% |
| Q2 2024 | 32.8K | $2M | +0.78% |
| Q1 2024 | 31.6K | $2M | +0.69% |
| Q4 2023 | 9.8K | $2M | +0.66% |
| Q3 2023 | 8.3K | $1M | +1.00% |
| Q2 2023 | 8.1K | $1M | +0.61% |
| Q1 2023 | 8.0K | $1M | +0.60% |
| Q4 2022 | 6.5K | $915,964 | +0.52% |
| Q3 2022 | 5.8K | $752,000 | +0.53% |
| Q2 2022 | 4.1K | $497,000 | +0.36% |
| Q1 2022 | 3.5K | $515,000 | +0.32% |
| Q4 2021 | 2.6K | $378,000 | +0.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of WMT.