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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

WMT holding history

Walmart Inc. in every 13F filed by Smith, Salley & Associates, 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)
88,401
Value
$10.0M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of WMT by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688,401$10.0M0.4%+4,010+4.8%AddedHolders
Q1 202684,391$10.5M0.5%−2,709−3.1%ReducedHolders
Q4 202587,100$9.70M0.5%+5,614+6.9%AddedHolders
Q3 202581,486$8.40M0.4%+6,104+8.1%AddedHolders
Q2 202575,382$7.37M0.4%+5,399+7.7%AddedHolders
Q1 202569,983$6.14M0.4%+483+0.7%AddedHolders
Q4 202469,500$6.28M0.4%−607−0.9%ReducedHolders
Q3 202470,107$5.66M0.4%+6,344+9.9%AddedHolders
Q2 202463,763$4.32M0.3%+1,701+2.7%AddedHolders
Q1 202462,062$3.73M0.3%−11,570−15.7%ReducedConverted for a 3-for-1 splitHolders
Q4 202324,544$3.87M0.3%+9,930+67.9%AddedHolders
Q3 202314,614$2.34M0.2%+11,069+312.2%AddedHolders
Q2 20233,545$557.3K<0.1%+510+16.8%AddedHolders
Q1 20233,035$447.5K<0.1%−64−2.1%ReducedHolders
Q4 20223,099$439.4K<0.1%+60+2.0%AddedHolders
Q3 20223,039$394.0K<0.1%+3,039NewHolders
Q2 20220$00.0%−3,013−100.0%Sold outHolders
Q1 20223,013$449.0K<0.1%00.0%UnchangedHolders
Q4 20213,013$436.0K<0.1%+198+7.0%AddedHolders
Q3 20212,815$393.0K<0.1%+102+3.8%AddedHolders
Q2 20212,713$382.0K<0.1%+129+5.0%AddedHolders
Q1 20212,584$351.0K<0.1%––Holders

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