SEC 13F Intelligence

Etesian Wealth Advisors, Inc. / WMT

Etesian Wealth Advisors, Inc.’s Walmart Inc Position

Does Etesian Wealth Advisors, Inc. own Walmart Inc (WMT)? Yes — 26.9K shares worth $3M (+1.07% of its 13F portfolio) as of Q1 2026, down from 27.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
26.9K
% of Portfolio
+1.07%
Quarters Held
11
currently held

Position History WMT

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.9K$3M+1.07%
Q4 202527.2K$3M+0.95%
Q3 202527.4K$3M+0.93%
Q2 202528.6K$3M+1.04%
Q1 202531.9K$3M+1.21%
Q4 202432.5K$3M+1.30%
Q3 202433.9K$3M+1.24%
Q2 202434.5K$2M+1.31%
Q1 202434.5K$2M+1.19%
Q4 202311.9K$2M+1.13%
Q3 202312.2K$2M+1.32%

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