Position history for AE Wealth Management LLC's holdings in WALMART INC
AE Wealth Management LLC holds 871,577 shares of WMT (WALMART INC), worth $97.1M as of 2025-Q4. The position was increased (++56.6% shares). WMT represents 0.6% of AE Wealth Management LLC's portfolio.
Current Value
$97.1M
Current Shares
871,577
Total Value Change
+$82.8M
Total Shares Change
+660,320
Other major holders of WMT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 871,577 |
+56.6% |
| $97.1M |
| 0.6% |
| $111.92 |
60 |
| 2025-Q3 | Increased | 556,531 | +17.5% | $57.4M | 0.4% | $102.87 | 41 |
| 2025-Q2 | Increased | 473,622 | +115.7% | $46.3M | 0.3% | $96.85 | 56 |
| 2025-Q1 | Increased | 219,573 | +16.1% | $19.3M | 0.2% | $84.57 | 39 |
| 2024-Q4 | Decreased | 189,161 | -4.5% | $17.1M | 0.1% | $89.71 | 0 |
| 2024-Q3 | Decreased | 198,003 | -6.3% | $16M | 0.1% | $78.85 | 0 |
| 2024-Q2 | Increased | 211,257 | +36.6% | $14.3M | 0.1% | $66.73 | 44 |