SEC 13F Intelligence

Wiser Advisor Group LLC / WMT

Wiser Advisor Group LLC’s Walmart Inc Position

Does Wiser Advisor Group LLC own Walmart Inc (WMT)? Yes — 14.7K shares worth $2M (+2.22% of its 13F portfolio) as of Q1 2026, down from 14.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
14.7K
% of Portfolio
+2.22%
Quarters Held
10
currently held

Position History WMT

Reported value by quarter
Q4 ’23: $741,454Q4 ’23Q1 ’24: $822,235Q2 ’24: $916,385Q2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.7K$2M+2.22%
Q4 202514.8K$2M+1.89%
Q3 202514.5K$1M+1.86%
Q2 202514.0K$1M+2.38%
Q1 202513.6K$1M+1.76%
Q4 202413.3K$1M+1.74%
Q3 202413.3K$1M+1.61%
Q2 202413.5K$916,385+1.44%
Q1 202413.6K$822,235+1.29%
Q4 20234.7K$741,454+1.23%

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