SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / WMT

Nicholson Wealth Management Group, LLC’s Walmart Inc Position

Does Nicholson Wealth Management Group, LLC own Walmart Inc (WMT)? Yes — 19.8K shares worth $2M (+1.44% of its 13F portfolio) as of Q1 2026, down from 21.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
19.8K
% of Portfolio
+1.44%
Quarters Held
7
currently held

Position History WMT

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.8K$2M+1.44%
Q4 202521.1K$2M+1.38%
Q3 202520.8K$2M+1.25%
Q2 202520.1K$2M+1.21%
Q1 202519.6K$2M+1.13%
Q4 202419.1K$2M+1.15%
Q3 202416.8K$1M+1.12%

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