WALMART INC · CUSIP 931142103 · CIK 757657
As of 2026-06-30, STEPHENS INC /AR/ reported 1.59M WMT (shares), valued at $180.34M, or 2.02% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 3.10%; reported value decreased 5.84%, and weight changed -0.38 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 | 2.02% | 1,587,838 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 2.40% | 1,540,042 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.00% | 1,443,129 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 1.82% | 1,387,793 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 1.82% | 1,355,357 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 1.74% | 1,354,406 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 1.70% | 1,342,757 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 1.53% | 1,337,579 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 1.37% | 1,325,133 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 1.23% | 1,314,366 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.16% | 426,145 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 1.26% | 411,269 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.26% | 411,269 | $65.77M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.16% | 426,145 | $67.18M | Shares increased 3.62%; reported value increased 2.14%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.23% | 1,314,366 | $79.09M | Shares increased 208.43%; reported value increased 17.72%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 1.37% | 1,325,133 | $89.72M | Shares increased 0.82%; reported value increased 13.45%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 1.53% | 1,337,579 | $108.01M | Shares increased 0.94%; reported value increased 20.38%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 1.70% | 1,342,757 | $121.32M | Shares increased 0.39%; reported value increased 12.32%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 1.74% | 1,354,406 | $118.90M | Shares increased 0.87%; reported value decreased 1.99%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 1.82% | 1,355,357 | $132.60M | Shares increased 0.07%; reported value increased 11.52%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 1.82% | 1,387,793 | $143.09M | Shares increased 2.39%; reported value increased 7.91%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 2.00% | 1,443,129 | $160.79M | Shares increased 3.99%; reported value increased 12.37%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 2.40% | 1,540,042 | $191.53M | Shares increased 6.72%; reported value increased 19.12%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.02% | 1,587,838 | $180.34M | Shares increased 3.10%; reported value decreased 5.84%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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