SEC 13F Intelligence

Naples Money Management LLC / WMT

Naples Money Management LLC’s Walmart Inc Position

Does Naples Money Management LLC own Walmart Inc (WMT)? Yes — 36.8K shares worth $3M (+2.51% of its 13F portfolio) as of Q3 2024, down from 38.2K shares the prior filed quarter.

Position Value
$3M
Q3 2024
Shares
36.8K
% of Portfolio
+2.51%
Quarters Held
4
currently held

Position History WMT

Reported value by quarter
Q4 ’23: $6,700Q4 ’23Q1 ’24: $2MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $3MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202436.8K$3M+2.51%
Q2 202438.2K$3M+2.20%
Q1 202439.0K$2M+2.34%
Q4 202343$6,700+0.01%

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