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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
2001
Old North State Trust
North Carolina
$1.14M +$18.5K +252 +2%
AC
2002
ASB Consultores
Florida
$1.14M -$100K -1,362 -9%
LF
2003
Lee Financial
Texas
$1.14M +$66.6K +907 +7%
AIM
2004
AMI Investment Management
Indiana
$1.14M -$18.6K -253 -2%
RMCM
2005
Reynders McVeigh Capital Management
Massachusetts
$1.13M +$15.1K +206 +1%
WE
2006
Wealth Effects
Massachusetts
$1.13M -$55.8K -760 -5%
RG
2007
Renaissance Group
Kentucky
$1.13M -$52.2K -711 -5%
CC
2008
Cadinha & Co
Hawaii
$1.13M +$3.45K +47 +0.3%
TIA
2009
Traphagen Investment Advisors
New Jersey
$1.12M +$4.92K +67 +0.5%
CL
2010
COWA LLC
Oklahoma
$1.12M +$127K +1,732 +14%
VV
2011
Verity & Verity
South Carolina
$1.12M -$106K -1,443 -9%
TSWM
2012
Triangle Securities Wealth Management
North Carolina
$1.12M +$18.9K +258 +2%
OFG
2013
Oxford Financial Group
Indiana
$1.12M -$171K -2,327 -14%
SSW
2014
Smith Shellnut Wilson
Mississippi
$1.11M -$5.14K -70 -0.5%
MLL
2015
Moody Lynn & Lieberson
Massachusetts
$1.11M +$166K +2,262 +20%
EIG
2016
Ellenbecker Investment Group
Wisconsin
$1.11M +$23.1K +315 +2%
PPWP
2017
Proquility Private Wealth Partners
Nevada
$1.1M -$152K -2,074 -13%
PC
2018
Pecaut & Co
Iowa
$1.1M -$132K -1,800 -12%
CM
2019
Cercano Management
Washington
$1.1M +$1M +13,635 New
CM
2020
Crestline Management
Texas
$1.1M +$1M +13,627 New
PGF
2021
Plan Group Financial
Oklahoma
$1.09M +$73 +1 +0%
JFL
2022
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.09M -$29.7K -405 -3%
FA
2023
Faithward Advisors
Pennsylvania
$1.09M -$39.8K -542 -4%
CB
2024
Centennial Bank
Arkansas
$1.08M -$64.7K -881 -6%
KSWWM
2025
Keyes Stange & Wooten Wealth Management
Florida
$1.08M -$6.46K -88 -0.7%
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