WALMART INC · CUSIP 931142103 · CIK 720672
As of 2026-06-30, STIFEL FINANCIAL CORP reported 3.32M WMT (shares), valued at $375.85M, or 0.31% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 2.10%; reported value decreased 10.78%, and weight changed -0.08 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 | 0.31% | 3,318,380 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 0.39% | 3,389,564 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.98% | 9,729,984 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.98% | 10,409,320 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.01% | 10,624,753 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.00% | 10,764,549 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 1.09% | 11,619,493 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.06% | 12,492,636 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.98% | 12,830,308 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 0.88% | 12,800,847 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 0.84% | 4,234,655 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 0.81% | 3,590,839 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.81% | 3,590,839 | $574.30M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 0.84% | 4,234,655 | $667.61M | Shares increased 17.93%; reported value increased 16.25%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.88% | 12,800,847 | $770.23M | Shares increased 202.29%; reported value increased 15.37%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 0.98% | 12,830,308 | $868.74M | Shares increased 0.23%; reported value increased 12.79%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.06% | 12,492,636 | $1.01B | Shares decreased 2.63%; reported value increased 16.12%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.09% | 11,619,493 | $1.05B | Shares decreased 6.99%; reported value increased 4.07%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.00% | 10,764,549 | $945.02M | Shares decreased 7.36%; reported value decreased 9.98%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.01% | 10,624,753 | $1.04B | Shares decreased 1.30%; reported value increased 9.93%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.98% | 10,409,320 | $1.07B | Shares decreased 2.03%; reported value increased 3.26%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.98% | 9,729,984 | $1.08B | Shares decreased 6.53%; reported value increased 1.05%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.39% | 3,389,564 | $421.26M | Shares decreased 65.16%; reported value decreased 61.14%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.31% | 3,318,380 | $375.85M | Shares decreased 2.10%; reported value decreased 10.78%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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