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WMTWMT
30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in Walmart Inc.

Yes. AE Wealth Management holds 1,033,858 shares of WMT (Walmart), worth $117.1M, as of its Q2 2026 13F filing. It increased the position by 129,051 shares (+14.3%) from Q1 2026. AE Wealth Management has held WMT in every 13F on record since Q1 2019, 30 quarterly filings. WMT is 0.5% of AE Wealth Management's reported 13F portfolio.

Current Value

$117.1M

Current Shares

1M

Total Value Change

+$112.2M

Total Shares Change

+983,189

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+14.3%
$117.1M0.5%$112.99
48
2026-Q1
Increased
904,807
+3.8%
$112.4M0.6%$123.75
44
2025-Q4
Increased
871,577
+56.6%
$97.1M0.6%$110.71
60
2025-Q3
Increased
556,531
+17.5%
$57.4M0.4%$102.20
41
2025-Q2
Increased
473,622
+115.7%
$46.3M0.3%$96.74
56
2025-Q1
Increased
219,573
+16.1%
$19.3M0.2%$86.64
39
2024-Q4
Decreased
189,161
-4.5%
$17.1M0.1%$88.93
0
2024-Q3
Decreased
198,003
-6.3%
$16M0.1%$79.30
0
2024-Q2
Increased
211,257
+36.6%
$14.3M0.1%$66.31
44
2024-Q1
Decreased
154,599
-46.5%
$9.3M0.1%$58.72
0
2023-Q4
Decreased
289,233
-3.8%
$47.5M0.2%$51.11
0
2023-Q3
Decreased
300,783
-0.9%
$48.1M0.3%$51.66
0
2023-Q2
Increased
303,658
+3.8%
$47.7M0.3%$50.59
36
2023-Q1
Increased
292,456
+5.2%
$43.1M0.3%$47.28
37
2022-Q4
Increased
277,924
+10.0%
$39.4M0.3%$45.28
38
2022-Q3
Increased
252,595
+3.5%
$32.8M0.3%$41.26
36
2022-Q2
Increased
244,021
+8.2%
$29.7M0.2%$38.51
37
2022-Q1
Increased
225,600
+5.1%
$33.6M0.2%$47.00
36
2021-Q4
Increased
214,683
+7.5%
$31.1M0.2%$45.49
37
2021-Q3
Increased
199,729
+7.5%
$27.8M0.2%$43.64
37
2021-Q2
Increased
185,790
+11.1%
$26.2M0.2%$43.99
38
2021-Q1
Increased
167,252
+5.4%
$22.7M0.2%$42.21
36
2020-Q4
Increased
158,689
+4.5%
$22.9M0.3%$44.61
36
2020-Q3
Increased
151,928
+4.7%
$21.3M0.3%$43.14
36
2020-Q2
Increased
145,072
+12.8%
$17.4M0.3%$36.78
38
2020-Q1
Increased
128,643
+13.6%
$14.6M0.3%$34.74
38
2019-Q4
Increased
113,260
+7.8%
$13.5M0.3%$36.17
36
2019-Q3
Increased
105,087
+8.6%
$12.5M0.4%$35.96
36
2019-Q2
Increased
96,768
+91.0%
$10.7M0.3%$33.32
52
2019-Q1
First report
50,669
-
$4.9M0.3%$29.25
0

Other major holders of WMT: VANGUARD GROUP INC, BlackRock, Inc.

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