SEC 13F Intelligence

Kw Wealth Management LLC / WMT

Kw Wealth Management LLC’s Walmart Inc Position

Does Kw Wealth Management LLC own Walmart Inc (WMT)? Not currently — the last reported position was 8.3K shares worth $922,788 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$922,788
Q4 2025
Shares
8.3K
% of Portfolio
+1.40%
Quarters Held
2
position exited

Position History WMT

Reported value by quarter
Q3 ’25: $837,858Q3 ’25Q4 ’25: $922,788Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20258.3K$922,788+1.40%
Q3 20258.1K$837,858+1.43%

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