A detailed history of Summit Wealth Group LLC / CO transactions in Walmart Inc. stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 5,465 shares of WMT stock, worth $562,621. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,465
Previous 13,823 60.46%
Holding current value
$562,621
Previous $1.35 Billion 35.34%
% of portfolio
0.29%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$94.4 - $104.27 $788,995 - $871,488
-8,358 Reduced 60.46%
5,465 $874 Million
Q2 2025

Aug 13, 2025

BUY
$81.79 - $99.98 $1.13 Million - $1.38 Million
13,823 New
13,823 $1.35 Billion

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
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