Form 13-F position report

WAL-MART INC (DE)

Reported by Aries Wealth Management

Company profile Manager portfolio Source filing
WMT CUSIP 931142103 Manager CIK 0001729515
Latest reported change

Reported 20,277 shares, up 345 (1.7%) from the prior quarter.

Reported value 1.3%; share count 1.7% vs. the prior quarter.

Added
% of reported 13F value 1.24% This manager · Q4 2022
Shares 20,277 Quarter-end amount reported
Reported value $2,875,076 Fair value at quarter end
Consecutive quarters held 21 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 50,242 -4,102 (-7.5%) 1.01% $5,221,149 2026-10-23
Q2 2026 Reduced 54,344 -15 (0.0%) 1.21% $6,155,001 2026-07-24
Q1 2026 Reduced 54,359 -121 (-0.2%) 1.49% $6,755,737 2026-05-15
Q4 2025 Added 54,480 +789 (1.5%) 1.34% $6,069,617 2026-01-30
Q3 2025 Added 53,691 +70 (0.1%) 1.31% $5,533,394 2025-11-10
Q2 2025 Reduced 53,621 -1,834 (-3.3%) 1.37% $5,243,061 2025-07-28
Q1 2025 Reduced 55,455 -312 (-0.6%) 1.32% $4,868,394 2025-04-17
Q4 2024 Reduced 55,767 -737 (-1.3%) 1.39% $5,038,548 2025-01-30
Q3 2024 Reduced 56,504 -3,338 (-5.6%) 1.25% $4,562,698 2024-10-31
Q2 2024 Reduced 59,842 -13 (0.0%) 1.28% $4,051,902 2024-07-25
Q1 2024 Reduced 59,855* -961 (-1.6%) 1.16% $3,601,475 2024-05-03
Q4 2023 Reduced 20,272 -453 (-2.2%) 1.14% $3,195,881 2024-01-10
Q3 2023 Added 20,725 +560 (2.8%) 1.31% $3,341,077 2023-10-19
Q2 2023 Added 20,165 +21 (0.1%) 1.23% $3,169,535 2023-07-14
Q1 2023 Reduced 20,144 -133 (-0.7%) 1.22% $2,970,233 2023-04-11
Q4 2022 Added 20,277 +345 (1.7%) 1.24% $2,875,076 2023-01-19
Q3 2022 Added 19,932 +195 (1.0%) 1.26% $2,837,000 2022-11-02
Q2 2022 New 19,737 +19,737 (0.0%) 1.09% $2,400,000 2022-07-27
Q1 2022 Reduced 0 -19,536 (-100.0%) 0 $0 2022-04-25
Q4 2021 Added 19,536 +925 (5.0%) 1.08% $2,827,000 2022-01-18
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Institutional context

Who else reported the position

2900 managers reported WAL-MART INC (DE) for Q4 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 130,535,145 +358,649 0.5% $18,508,578,209 39 qtrs
BlackRock Inc Added 97,023,189 +452,478 0.43% $13,756,917,870 39 qtrs
STATE STREET CORPORATION Reduced 60,630,374 -28,819 0.51% $8,630,280,263 39 qtrs
Arete Wealth Advisors LLC Added 28,894 +729 0.36% $4,096,897,630 22 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 24,855,493 +313,686 0.49% $3,516,639,000 39 qtrs
MORGAN STANLEY Added 22,382,688 +1,923,199 0.36% $3,173,641,773 39 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 21,488,641 -36,772 0.49% $3,046,874,000 39 qtrs
Bank of America Corporation Reduced 20,445,942 -980,429 0.33% $2,899,030,169 39 qtrs
NORGES BANK Reduced 18,328,064 -919,888 0.63% $2,598,736,195 13 qtrs
FMR LLC Added 15,327,511 +382,937 0.22% $2,173,287,828 39 qtrs
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Filing details and methodology As reported
Report period
December 31, 2022
Filed
January 19, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
20,277

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.