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

AE Wealth Management LLC holds 904,807 shares of WMT (WALMART INC), worth $112.4M as of 2026-Q1. The position was increased (+3.8% shares). WMT represents 0.6% of AE Wealth Management LLC's portfolio.

Current Value

$112.4M

Current Shares

904,807

Total Value Change

+$98.1M

Total Shares Change

+693,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
904,807
+3.8%
$112.4M0.6%$127.91
44
2025-Q4
Increased
871,577
+56.6%
$97.1M0.6%$111.92
60
2025-Q3
Increased
556,531
+17.5%
$57.4M0.4%$102.87
41
2025-Q2
Increased
473,622
+115.7%
$46.3M0.3%$96.85
56
2025-Q1
Increased
219,573
+16.1%
$19.3M0.2%$84.57
39
2024-Q4
Decreased
189,161
-4.5%
$17.1M0.1%$89.71
0
2024-Q3
Decreased
198,003
-6.3%
$16M0.1%$78.85
0
2024-Q2
Increased
211,257
+36.6%
$14.3M0.1%$66.73
44

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

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