WALMART INC · CUSIP 931142103 · CIK 1734493
As of 2026-03-31, NICOLA WEALTH MANAGEMENT LTD. reported 105.20K WMT (shares), valued at $13.07M, or 1.57% of its reported non-derivative portfolio. Filed 2026-05-07.
Verify history & sources →Shares decreased 40.30%; reported value decreased 33.40%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | 1.57% | 105,200 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 1.79% | 176,200 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 1.74% | 190,200 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 2.20% | 240,200 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 2.06% | 240,200 | SEC filing ↗Filed Jun 6, 2025Amended |
| Q4 2024 | 2.40% | 280,200 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 1.80% | 280,200 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 1.70% | 280,200 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.63% | 280,200 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.29% | 138,400 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.29% | 138,400 | $21.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.63% | 280,200 | $16.86M | Shares increased 102.46%; reported value decreased 22.73%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.70% | 280,200 | $18.97M | Shares unchanged; reported value increased 12.53%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 1.80% | 280,200 | $22.63M | Shares unchanged; reported value increased 19.26%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 2.40% | 280,200 | $25.32M | Shares unchanged; reported value increased 11.89%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 2.06% | 240,200 | $21.09M | Shares decreased 14.28%; reported value decreased 16.70%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 6, 2025 |
| Q2 2025 | 2.20% | 240,200 | $23.49M | Shares unchanged; reported value increased 11.38%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 1.74% | 190,200 | $19.60M | Shares decreased 20.82%; reported value decreased 16.54%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 1.79% | 176,200 | $19.63M | Shares decreased 7.36%; reported value increased 0.15%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 1.57% | 105,200 | $13.07M | Shares decreased 40.30%; reported value decreased 33.40%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.