How many shares of WMT does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 1M shares of WMT (WALMART INC).

What is AE Wealth Management LLC's WMT position worth?

As of 2026-Q2, AE Wealth Management LLC's WMT position is worth $117.1M.

In 2026-Q2, AE Wealth Management LLC increased their WMT position (+14.3% change in shares).

Based on available 13F filings, AE Wealth Management LLC first reported a position in WMT in 2019-Q1. They have held the position across 30 quarters.

Position history for AE Wealth Management LLC's holdings in WALMART INC

Current Value

$117.1M

Current Shares

Total Value Change

+$112.2M

Total Shares Change

+983,189

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1M	+14.3%	$117.1M	0.5%	$112.99	48
2026-Q1	Increased	904,807	+3.8%	$112.4M	0.6%	$123.75	44
2025-Q4	Increased	871,577	+56.6%	$97.1M	0.6%	$110.71	60
2025-Q3	Increased	556,531	+17.5%	$57.4M	0.4%	$102.20	41
2025-Q2	Increased	473,622	+115.7%	$46.3M	0.3%	$96.74	56
2025-Q1	Increased	219,573	+16.1%	$19.3M	0.2%	$86.64	39
2024-Q4	Decreased	189,161	-4.5%	$17.1M	0.1%	$88.93	0
2024-Q3	Decreased	198,003	-6.3%	$16M	0.1%	$79.30	0
2024-Q2	Increased	211,257	+36.6%	$14.3M	0.1%	$66.31	44
2024-Q1	Decreased	154,599	-46.5%	$9.3M	0.1%	$58.72	0
2023-Q4	Decreased	289,233	-3.8%	$47.5M	0.2%	$51.11	0
2023-Q3	Decreased	300,783	-0.9%	$48.1M	0.3%	$51.66	0
2023-Q2	Increased	303,658	+3.8%	$47.7M	0.3%	$50.59	36
2023-Q1	Increased	292,456	+5.2%	$43.1M	0.3%	$47.28	37
2022-Q4	Increased	277,924	+10.0%	$39.4M	0.3%	$45.28	38
2022-Q3	Increased	252,595	+3.5%	$32.8M	0.3%	$41.26	36
2022-Q2	Increased	244,021	+8.2%	$29.7M	0.2%	$38.51	37
2022-Q1	Increased	225,600	+5.1%	$33.6M	0.2%	$47.00	36
2021-Q4	Increased	214,683	+7.5%	$31.1M	0.2%	$45.49	37
2021-Q3	Increased	199,729	+7.5%	$27.8M	0.2%	$43.64	37
2021-Q2	Increased	185,790	+11.1%	$26.2M	0.2%	$43.99	38
2021-Q1	Increased	167,252	+5.4%	$22.7M	0.2%	$42.21	36
2020-Q4	Increased	158,689	+4.5%	$22.9M	0.3%	$44.61	36
2020-Q3	Increased	151,928	+4.7%	$21.3M	0.3%	$43.14	36
2020-Q2	Increased	145,072	+12.8%	$17.4M	0.3%	$36.78	38
2020-Q1	Increased	128,643	+13.6%	$14.6M	0.3%	$34.74	38
2019-Q4	Increased	113,260	+7.8%	$13.5M	0.3%	$36.17	36
2019-Q3	Increased	105,087	+8.6%	$12.5M	0.4%	$35.96	36
2019-Q2	Increased	96,768	+91.0%	$10.7M	0.3%	$33.32	52
2019-Q1	New	50,669	-	$4.9M	0.3%	$29.25	45