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Livermore
Livermore
ZHEN

Stack Financial Management, Inc

SEC CIK
0001308685
Latest filing
Aug 3, 2026

WMT holding history

Walmart Inc. in every 13F filed by Stack Financial Management, Inc, 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)
1,014,994
Value
$115.0M
% of portfolio
9.0%
Quarters held
22
Since Q1 2021
Holdings of WMT by Stack Financial Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,014,994$115.0M9.0%+6,573+0.7%AddedHolders
Q1 20261,008,421$125.3M9.2%−10,081−1.0%ReducedHolders
Q4 20251,018,502$113.5M8.7%−28,494−2.7%ReducedHolders
Q3 20251,046,996$107.9M9.0%−6,592−0.6%ReducedHolders
Q2 20251,053,588$103.0M9.1%−20,094−1.9%ReducedHolders
Q1 20251,073,682$94.3M7.9%−10,078−0.9%ReducedHolders
Q4 20241,083,760$97.9M9.0%−15,900−1.4%ReducedHolders
Q3 20241,099,660$88.8M8.0%+3000.0%AddedHolders
Q2 20241,099,360$74.4M6.9%−1,803−0.2%ReducedHolders
Q1 20241,101,163$66.3M6.1%−6,797−0.6%ReducedConverted for a 3-for-1 splitHolders
Q4 2023369,320$58.2M6.6%−7,407−2.0%ReducedHolders
Q3 2023376,727$60.2M7.0%+1,538+0.4%AddedHolders
Q2 2023375,189$59.0M6.6%+3,235+0.9%AddedHolders
Q1 2023371,954$54.8M6.7%+7,583+2.1%AddedHolders
Q4 2022364,371$51.7M5.2%+3,509+1.0%AddedHolders
Q3 2022360,862$46.8M4.9%+514+0.1%AddedHolders
Q2 2022360,348$43.8M4.4%−2,753−0.8%ReducedHolders
Q1 2022363,101$54.1M4.3%+4,578+1.3%AddedHolders
Q4 2021358,523$51.9M4.5%+1,065+0.3%AddedHolders
Q3 2021357,458$49.8M4.8%−1,296−0.4%ReducedHolders
Q2 2021358,754$50.6M4.3%+4,103+1.2%AddedHolders
Q1 2021354,651$48.2M4.1%––Holders

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