| Quarter | Score |
|---|---|
| 2022-Q1 | 49.9 |
| 2022-Q3 | 42.9 |
| 2022-Q4 | 56.2 |
| 2023-Q1 | 52.6 |
| 2023-Q2 | 64.5 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 65.7 |
| 2024-Q1 | 75.8 |
| 2024-Q2 | 78.4 |
| 2024-Q3 | 58.2 |
| 2024-Q4 | 58.3 |
| 2025-Q1 | 35.7 |
| 2025-Q2 | 62.6 |
| 2025-Q3 | 62.2 |
| 2025-Q4 | 62.5 |
| 2026-Q1 | 62.5 |
| 2026-Q2 | 62.7 |
Solid consensus with smart money net adding at reasonable prices
Trading +15.6% above funds' estimated purchase price
1 of 18 tracked funds hold WMT. Avg conviction: 0.1%. Net adding. First tracked at $97.78 (current +15.6% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.1% | Add |