SEC 13F Intelligence

Buck Wealth Strategies, LLC / WMT

Buck Wealth Strategies, LLC’s Walmart Inc Position

Does Buck Wealth Strategies, LLC own Walmart Inc (WMT)? Yes — 112.8K shares worth $14M (+1.73% of its 13F portfolio) as of Q1 2026, down from 122.8K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
112.8K
% of Portfolio
+1.73%
Quarters Held
10
currently held

Position History WMT

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $8MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ2 ’25Q3 ’25: $12MQ4 ’25: $14MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026112.8K$14M+1.73%
Q4 2025122.8K$14M+1.74%
Q3 2025118.4K$12M+1.67%
Q2 2025116.7K$11M+1.74%
Q1 2025105.2K$9M+1.68%
Q4 2024105.4K$10M+1.98%
Q3 202495.9K$8M+2.44%
Q2 2024109.9K$7M+2.20%
Q4 202336.1K$6M+2.11%
Q3 202336.8K$6M+2.36%

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