SEC 13F Intelligence

Aerodigm Wealth, LLC / WMT

Aerodigm Wealth, LLC’s Walmart Inc Position

Does Aerodigm Wealth, LLC own Walmart Inc (WMT)? Yes25.0K shares worth $3M (+1.17% of its 13F portfolio) as of Q1 2026, up from 20.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
25.0K
% of Portfolio
+1.17%
Quarters Held
13
currently held

Position History WMT

Reported value by quarter
Q4 ’22: $331,930Q4 ’22Q1 ’23: $433,061Q3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $1MQ3 ’24: $1MQ3 ’24Q4 ’24: $2MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.0K$3M+1.17%
Q4 202520.8K$2M+0.82%
Q3 202515.3K$2M+0.66%
Q2 202515.2K$1M+0.71%
Q1 202515.4K$1M+0.75%
Q4 202417.0K$2M+0.92%
Q3 202416.0K$1M+0.82%
Q2 202417.8K$1M+0.55%
Q1 202437.1K$2M+0.90%
Q4 202315.6K$2M+1.12%
Q3 20239.0K$1M+1.39%
Q1 20232.9K$433,061+0.39%
Q4 20222.3K$331,930+0.35%

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