SEC 13F Intelligence

Fox Hill Wealth Management / WMT

Fox Hill Wealth Management’s Walmart Inc Position

Does Fox Hill Wealth Management own Walmart Inc (WMT)? Yes — 21.5K shares worth $3M (+1.29% of its 13F portfolio) as of Q1 2026, up from 21.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
21.5K
% of Portfolio
+1.29%
Quarters Held
9
currently held

Position History WMT

Reported value by quarter
Q1 ’24: $857,009Q1 ’24Q2 ’24: $995,023Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.5K$3M+1.29%
Q4 202521.3K$2M+1.10%
Q3 202514.8K$2M+0.71%
Q2 202515.0K$1M+0.76%
Q1 202515.1K$1M+0.78%
Q4 202414.4K$1M+0.73%
Q3 202414.7K$1M+0.65%
Q2 202414.7K$995,023+0.61%
Q1 202414.2K$857,009+0.58%

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