SEC 13F Intelligence

Shrier Wealth Management, LLC / WMT

Shrier Wealth Management, LLC’s Walmart Inc Position

Does Shrier Wealth Management, LLC own Walmart Inc (WMT)? Yes — 29.6K shares worth $3M (+1.13% of its 13F portfolio) as of Q2 2026, up from 29.4K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
29.6K
% of Portfolio
+1.13%
Quarters Held
3
currently held

Position History WMT

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202629.6K$3M+1.13%
Q1 202629.4K$4M+1.33%
Q4 202531.5K$4M+1.38%

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