SEC 13F Intelligence

Cic Wealth, LLC / WMT

Cic Wealth, LLC’s Walmart Inc Position

Does Cic Wealth, LLC own Walmart Inc (WMT)? Yes — 57.1K shares worth $5M (+1.19% of its 13F portfolio) as of Q3 2024, down from 57.3K shares the prior filed quarter.

Position Value
$5M
Q3 2024
Shares
57.1K
% of Portfolio
+1.19%
Quarters Held
8
currently held

Position History WMT

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $5MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202457.1K$5M+1.19%
Q2 202457.3K$4M+1.07%
Q1 202457.4K$3M+1.00%
Q4 202319.0K$3M+0.95%
Q3 202319.1K$3M+1.09%
Q2 202318.6K$3M+1.01%
Q1 202318.5K$3M+1.03%
Q4 202218.8K$3M+1.10%

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