SEC 13F Intelligence

Councilmark Asset Management, LLC / WMT

Councilmark Asset Management, LLC’s Walmart Inc Position

Does Councilmark Asset Management, LLC own Walmart Inc (WMT)? Yes — 59.4K shares worth $7M (+4.23% of its 13F portfolio) as of Q1 2026, down from 59.6K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
59.4K
% of Portfolio
+4.23%
Quarters Held
9
currently held

Position History WMT

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $6MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.4K$7M+4.23%
Q4 202559.6K$7M+3.71%
Q3 202561.3K$6M+3.62%
Q2 202561.5K$6M+3.81%
Q1 202562.1K$5M+3.68%
Q4 202462.2K$6M+3.78%
Q3 202462.2K$5M+3.37%
Q2 202462.2K$4M+2.99%
Q1 202462.4K$4M+2.70%

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