SEC 13F Intelligence

Lewis Asset Management, LLC / WMT

Lewis Asset Management, LLC’s Walmart Inc Position

Does Lewis Asset Management, LLC own Walmart Inc (WMT)? Yes — 27.0K shares worth $3M (+1.37% of its 13F portfolio) as of Q1 2026, up from 26.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
27.0K
% of Portfolio
+1.37%
Quarters Held
10
currently held

Position History WMT

Reported value by quarter
Q4 ’23: $207,574Q4 ’23Q1 ’24: $250,130Q2 ’24: $282,866Q2 ’24Q3 ’24: $408,907Q4 ’24: $464,205Q4 ’24Q1 ’25: $432,200Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.0K$3M+1.37%
Q4 202526.9K$3M+1.22%
Q3 202526.5K$3M+1.12%
Q2 202525.7K$3M+1.18%
Q1 20254.9K$432,200+0.36%
Q4 20245.1K$464,205+0.35%
Q3 20245.1K$408,907+0.30%
Q2 20244.2K$282,866+0.22%
Q1 20244.2K$250,130+0.21%
Q4 20231.3K$207,574+0.19%

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