A detailed history of Heritage Family Offices, LLP transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Family Offices, LLP holds 7,693 shares of WMT stock, worth $791,994. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,693
Previous 7,019 9.6%
Holding current value
$791,994
Previous $723 Million 18.48%
% of portfolio
0.39%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$101.18 - $109.03 $68,195 - $73,486
674 Added 9.6%
7,693 $857 Million
Q3 2025

Oct 07, 2025

BUY
$94.4 - $104.27 $57,961 - $64,021
614 Added 9.59%
7,019 $723 Million
Q4 2024

Jan 14, 2025

BUY
$79.1 - $95.7 $23,730 - $28,710
300 Added 4.91%
6,405 $579 Million
Q3 2024

Oct 16, 2024

BUY
$66.91 - $81.4 $408,485 - $496,947
6,105 New
6,105 $493 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $279B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.