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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2001
Shufro Rose & Co
New York
$407K +$5.26K +120 +1%
MC
2002
Middleton & Co
Massachusetts
$406K -$19.2K -438 -4%
BHIA
2003
Birch Hill Investment Advisors
Massachusetts
$405K – – –
JHP
2004
James Hambro & Partners
United Kingdom
$405K +$16.3K +372 +4%
FOA
2005
Five Oceans Advisors
California
$405K +$60.7K +1,386 +17%
HCM
2006
Highview Capital Management
Illinois
$404K -$772K -17,631 -65%
BWP
2007
BSW Wealth Partners
Colorado
$404K +$526 +12 +0.1%
SGCA
2008
Steel Grove Capital Advisors
Tennessee
$404K +$33.8K +771 +9%
SHFA
2009
SC&H Financial Advisors
Maryland
$403K -$44.2K -1,008 -10%
WG
2010
Watchman Group
Texas
$403K +$13.1K +300 +3%
PCM
2011
Penserra Capital Management
California
$401K -$17.7K -405 -4%
RWP
2012
Ridgecrest Wealth Partners
California
$399K – – –
AA
2013
Addison Advisors
Vermont
$399K +$56.4K +1,287 +16%
NJBEST
2014
New Jersey Better Educational Savings Trust
New Jersey
$398K – – –
SJL
2015
Shayne & Jacobs LLC
Tennessee
$398K – – –
SIC
2016
Samalin Investment Counsel
New York
$398K +$13.5K +309 +3%
DCM
2017
DGS Capital Management
New Jersey
$398K +$62K +1,416 +18%
CNWM
2018
Clay Northam Wealth Management
California
$397K – – –
BST
2019
Bath Savings Trust
Maine
$397K +$3.81K +87 +1%
FBT
2020
First Bank & Trust
South Dakota
$397K +$18.5K +423 +5%
LJHT
2021
Laurie J. Hall Trustee
$396K – – –
FCCM
2022
First City Capital Management
Georgia
$396K +$27.6K +630 +7%
SMG
2023
Smart Money Group
Texas
$395K +$24.8K +567 +7%
PP
2024
PDS Planning
Ohio
$394K +$37.1K +846 +10%
SSWM
2025
Smith Salley Wealth Management
North Carolina
$394K +$399K +9,117 New
79 80
81
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