SEC 13F Intelligence

Fcg Investment Co / WMT

Fcg Investment Co’s Walmart Inc Position

Does Fcg Investment Co own Walmart Inc (WMT)? Yes — 24.1K shares worth $3M (+1.31% of its 13F portfolio) as of Q1 2026, down from 28.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
24.1K
% of Portfolio
+1.31%
Quarters Held
9
currently held

Position History WMT

Reported value by quarter
Q4 ’23: $658,977Q4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.1K$3M+1.31%
Q3 202528.7K$3M+1.39%
Q2 202534.9K$3M+1.78%
Q1 202538.2K$3M+2.11%
Q4 202435.2K$3M+1.93%
Q3 202432.8K$3M+1.74%
Q2 202418.4K$1M+0.94%
Q1 202417.4K$1M+0.84%
Q4 20234.2K$658,977+0.65%

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