Question 1

How many shares of WMT does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 423,914 shares of WMT (WALMART INC).

Question 2

What is Waverly Advisors, LLC's WMT position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's WMT position is worth $48M.

Question 3

Is Waverly Advisors, LLC buying or selling WMT?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their WMT position (+5.9% change in shares).

Question 4

When did Waverly Advisors, LLC first buy WMT?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in WMT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	423,914	+5.9%	$48M	0.3%	$113.26	37
2026-Q1	Decreased	400,457	-0.4%	$49.8M	0.4%	$127.91	0
2025-Q4	Increased	401,946	+27.0%	$44.8M	0.4%	$111.92	43
2025-Q3	Increased	316,598	+4.0%	$32.6M	0.3%	$102.87	36
2025-Q2	Increased	304,463	+1.0%	$29.8M	0.3%	$96.85	35
2025-Q1	Decreased	301,483	-0.8%	$26.5M	0.3%	$84.57	0
2024-Q4	Increased	303,821	+53.1%	$27.5M	0.4%	$89.71	48
2024-Q3	Increased	198,479	+10.3%	$16M	0.3%	$78.85	37