Skip to main content
Livermore
Livermore
ZHEN

Forbes J M & Co LLP

SEC CIK
0001067532
Latest filing
Jul 20, 2026

WMT holding history

Walmart Inc. in every 13F filed by Forbes J M & Co LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
185,909
Value
$21.1M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of WMT by Forbes J M & Co LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026185,909$21.1M1.7%−276−0.1%ReducedHolders
Q1 2026186,185$23.1M2.0%+866+0.5%AddedHolders
Q4 2025185,319$20.6M1.7%+889+0.5%AddedHolders
Q3 2025184,430$19.0M1.6%+1,773+1.0%AddedHolders
Q2 2025182,657$17.9M1.6%+270.0%AddedHolders
Q1 2025182,630$16.0M1.6%+4,492+2.5%AddedHolders
Q4 2024178,138$16.1M1.5%−52,251−22.7%ReducedHolders
Q3 2024230,389$18.6M1.8%−2,553−1.1%ReducedHolders
Q2 2024232,942$15.8M1.6%+5,030+2.2%AddedHolders
Q1 2024227,912$13.7M1.5%−4,285−1.8%ReducedConverted for a 3-for-1 splitHolders
Q4 202377,399$12.2M1.4%+1,383+1.8%AddedHolders
Q3 202376,016$12.2M1.6%+637+0.8%AddedHolders
Q2 202375,379$11.8M1.5%−9,727−11.4%ReducedHolders
Q1 202385,106$12.5M1.7%+1,827+2.2%AddedHolders
Q4 202283,279$11.8M1.7%−280.0%ReducedHolders
Q3 202283,307$10.8M1.7%+959+1.2%AddedHolders
Q2 202282,348$10.0M1.5%−320−0.4%ReducedHolders
Q1 202282,668$12.3M1.6%−60−0.1%ReducedHolders
Q4 202182,728$12.0M1.4%+105+0.1%AddedHolders
Q3 202182,623$11.5M1.5%+896+1.1%AddedHolders
Q2 202181,727$11.5M1.5%+263+0.3%AddedHolders
Q1 202181,464$11.1M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.