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Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
2001
L. Roy Papp & Associates
Arizona
$1.77M +$39.3K +395 +2%
WWA
2002
Wisconsin Wealth Advisors
Wisconsin
$1.77M -$13.6K -137 -0.8%
RWI
2003
Red Wave Investments
Pennsylvania
$1.77M – – –
VAM
2004
Virtue Asset Management
Illinois
$1.77M +$1.71M +17,133 New
LI
2005
Louisbourg Investments
New Brunswick, Canada
$1.76M – – –
SRA
2006
Secured Retirement Advisors
Minnesota
$1.75M +$126K +1,268 +8%
DFA
2007
Davies Financial Advisors
California
$1.75M -$262K -2,628 -13%
FGA
2008
Fortis Group Advisors
New Jersey
$1.75M +$51.8K +520 +3%
RF
2009
Rossby Financial
Florida
$1.74M +$29.9K +300 +2%
PA
2010
PFW Advisors
Georgia
$1.74M +$76.2K +765 +5%
LFA
2011
Laraway Financial Advisors
Minnesota
$1.74M +$199 +2 +0%
WIC
2012
Wilkins Investment Counsel
Massachusetts
$1.74M -$19.9K -200 -1%
NRS
2013
Neville Rodie & Shaw
New York
$1.74M – – –
BDS
2014
Banco de Sabadell
Florida
$1.73M +$262K +2,636 +19%
MPI
2015
Mairs & Power Inc
Minnesota
$1.73M +$58.2K +585 +4%
DCM
2016
Donaldson Capital Management
Indiana
$1.73M -$11.6K -117 -0.7%
SG
2017
Somerset Group
Minnesota
$1.73M +$53.5K +537 +3%
GAM
2018
Gould Asset Management
California
$1.73M +$8.66K +87 +0.5%
PMG
2019
ProVise Management Group
Florida
$1.72M +$241K +2,421 +17%
CPA
2020
Capital Performance Advisors
California
$1.72M +$403K +4,044 +32%
WBCM
2021
Wilson & Boucher Capital Management
California
$1.72M -$49.8K -500 -3%
SWM
2022
Silverlake Wealth Management
Vermont
$1.72M +$47.5K +477 +3%
FBT
2023
First Bankers Trust
Kentucky
$1.72M -$49.9K -501 -3%
RWM
2024
Revisor Wealth Management
Ohio
$1.71M -$87.4K -878 -5%
CE
2025
Cornerstone Enterprises
Wisconsin
$1.71M +$59.1K +594 +4%
79 80
81
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