Back to WA Waverly Advisors, LLC
WMT
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Position history for WAWaverly Advisors, LLC's holdings in Walmart Inc.
Yes. Waverly Advisors holds 423,914 shares of WMT (Walmart), worth $48M, as of its Q2 2026 13F filing. It increased the position by 23,457 shares (+5.9%) from Q1 2026. Waverly Advisors has held WMT in every 13F on record since Q1 2019, 30 quarterly filings. WMT is 0.3% of Waverly Advisors' reported 13F portfolio.
Current Value
$48M
Current Shares
423,914
Total Value Change
+$32M
Total Shares Change
+225,435
Quarter-by-Quarter History
Other major holders of WMT: Vanguard Group Inc., BlackRock, Inc.