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WMTWMT

Showing 9 of 31 quarters

Position history for Wealth Enhancement Advisory Services, LLCWealth Enhancement Advisory Services, LLC's holdings in Walmart Inc.

Yes. Wealth Enhancement Advisory Services holds 2,733,316 shares of WMT (Walmart), worth $285.7M, as of its Q3 2026 13F filing. It increased the position by 369,811 shares (+15.7%) from Q2 2026. Wealth Enhancement Advisory Services has held WMT in every 13F on record since Q1 2019, 31 quarterly filings. WMT is 0.4% of Wealth Enhancement Advisory Services' reported 13F portfolio.

Current Value

$285.7M

Current Shares

2.7M

Total Value Change

+$98.6M

Total Shares Change

+416,564

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
2.7M
+15.7%
$285.7M0.4%$103.92
43
2026-Q2
Increased
2.4M
+20.9%
$264.9M0.4%$112.99
44
2026-Q1
Decreased
2M
-34.9%
$241.7M0.5%$123.75
0
2025-Q4
Increased
3M
+7.8%
$343.6M0.5%$110.71
40
2025-Q3
Increased
2.8M
+8.5%
$287.6M0.4%$102.20
40
2025-Q2
Increased
2.6M
+6.9%
$252.5M0.4%$96.74
39
2025-Q1
Decreased
2.4M
-15.4%
$210.8M0.4%$86.64
0
2024-Q4
Increased
2.8M
+22.5%
$256.5M0.5%$88.93
44
2024-Q3
Decreased
2.3M
-4.0%
$187.1M0.4%$79.30
0

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