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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

WMT holding history

Walmart Inc. in every 13F filed by First Foundation Advisors, 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)
46,464
Value
$5.26M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,464$5.26M0.2%−4,673−9.1%ReducedHolders
Q1 202651,137$6.36M0.3%+1,102+2.2%AddedHolders
Q4 202550,035$5.57M0.2%+14,320+40.1%AddedHolders
Q3 202535,715$3.68M0.1%+13,372+59.8%AddedHolders
Q2 202522,343$2.18M0.1%+3,080+16.0%AddedHolders
Q1 202519,263$1.69M0.1%−1,567−7.5%ReducedHolders
Q4 202420,830$1.88M0.1%−634−3.0%ReducedHolders
Q3 202421,464$1.73M0.1%+173+0.8%AddedHolders
Q2 202421,291$1.44M0.1%−1,072−4.8%ReducedHolders
Q1 202422,363$1.35M0.1%+1,447+6.9%AddedConverted for a 3-for-1 splitHolders
Q4 20236,972$1.10M0.1%−7,304−51.2%ReducedHolders
Q3 202314,276$2.28M0.1%+86+0.6%AddedHolders
Q2 202314,190$2.23M0.1%+1,815+14.7%AddedHolders
Q1 202312,375$1.82M0.1%+2,199+21.6%AddedHolders
Q4 202210,176$1.44M0.1%+1,086+11.9%AddedHolders
Q3 20229,090$1.18M0.1%−968−9.6%ReducedHolders
Q2 202210,058$1.22M0.1%+2,300+29.6%AddedHolders
Q1 20227,758$1.16M<0.1%−18−0.2%ReducedHolders
Q4 20217,776$1.13M<0.1%+815+11.7%AddedHolders
Q3 20216,961$970.0K<0.1%+872+14.3%AddedHolders
Q2 20216,089$859.0K<0.1%+151+2.5%AddedHolders
Q1 20215,938$807.0K<0.1%––Holders

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