Question 1

Does Waverly Advisors own WMT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Waverly Advisors holds 423,914 shares of WMT (Walmart), worth $48M.

Question 2

How many shares of WMT does Waverly Advisors own?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors holds 423,914 shares of WMT (Walmart).

Question 3

What is Waverly Advisors' WMT position worth?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors' WMT position is worth $48M.

Question 4

Is Waverly Advisors buying or selling WMT?

Accepted Answer

In Q2 2026, Waverly Advisors increased its WMT position by 23,457 shares (+5.9%).

Question 5

When did Waverly Advisors first buy WMT?

Accepted Answer

Waverly Advisors already held WMT in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	423,914	+5.9%	$48M	0.3%	$112.99	37
2026-Q1	Decreased	400,457	-0.4%	$49.8M	0.4%	$123.75	0
2025-Q4	Increased	401,946	+27.0%	$44.8M	0.4%	$110.71	43
2025-Q3	Increased	316,598	+4.0%	$32.6M	0.3%	$102.20	36
2025-Q2	Increased	304,463	+1.0%	$29.8M	0.3%	$96.74	35
2025-Q1	Decreased	301,483	-0.8%	$26.5M	0.3%	$86.64	0
2024-Q4	Increased	303,821	+53.1%	$27.5M	0.4%	$88.93	48
2024-Q3	Increased	198,479	+10.3%	$16M	0.3%	$79.30	37