SEC 13F Intelligence

4wealth Advisors, Inc. / WMT

4wealth Advisors, Inc.’s Walmart Inc Position

Does 4wealth Advisors, Inc. own Walmart Inc (WMT)? Yes — 13.9K shares worth $2M (+1.22% of its 13F portfolio) as of Q2 2026, up from 13.8K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
13.9K
% of Portfolio
+1.22%
Quarters Held
7
currently held

Position History WMT

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202613.9K$2M+1.22%
Q1 202613.8K$2M+1.46%
Q4 202514.0K$2M+1.33%
Q3 202513.3K$1M+1.23%
Q2 202512.9K$1M+1.28%
Q1 202514.1K$1M+1.35%
Q4 202415.3K$1M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 4wealth Advisors, Inc.’s full portfolio or all institutional holders of WMT.