SEC 13F Intelligence

Yoffe Investment Management, LLC / WMT

Yoffe Investment Management, LLC’s Walmart Inc Position

Does Yoffe Investment Management, LLC own Walmart Inc (WMT)? Yes — 18.7K shares worth $2M (+2.98% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
18.7K
% of Portfolio
+2.98%
Quarters Held
6
currently held

Position History WMT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.7K$2M+2.98%
Q4 202518.7K$2M+2.66%
Q3 202518.7K$2M+2.51%
Q2 202518.7K$2M+2.50%
Q1 202518.7K$2M+2.41%
Q4 202418.7K$2M+2.51%

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