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Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

WMT holding history

Walmart Inc. in every 13F filed by Modera Wealth Management, LLC, 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)
187,967
Value
$21.3M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026187,967$21.3M0.2%−6,430−3.3%ReducedHolders
Q1 2026194,397$24.2M0.3%−6,756−3.4%ReducedHolders
Q4 2025201,153$22.4M0.3%−337−0.2%ReducedHolders
Q3 2025201,490$20.8M0.2%−2,076−1.0%ReducedHolders
Q2 2025203,566$19.9M0.2%+1,331+0.7%AddedHolders
Q1 2025202,235$17.8M0.2%−915−0.5%ReducedHolders
Q4 2024203,150$18.4M0.2%+9,292+4.8%AddedHolders
Q3 2024193,858$15.7M0.2%+644+0.3%AddedHolders
Q2 2024193,214$13.1M0.2%−6,402−3.2%ReducedHolders
Q1 2024199,616$12.0M0.2%+1,139+0.6%AddedConverted for a 3-for-1 splitHolders
Q4 202366,159$10.4M0.2%−1,502−2.2%ReducedHolders
Q3 202367,661$10.8M0.2%−702−1.0%ReducedHolders
Q2 202368,363$10.7M0.2%+60,692+791.2%AddedHolders
Q1 20237,671$1.13M<0.1%+79+1.0%AddedHolders
Q4 20227,592$1.08M<0.1%+1,419+23.0%AddedHolders
Q3 20226,173$801.0K<0.1%−870−12.4%ReducedHolders
Q2 20227,043$856.0K<0.1%−76−1.1%ReducedHolders
Q1 20227,119$1.06M<0.1%−11,819−62.4%ReducedHolders
Q4 202118,938$2.74M0.1%+11,556+156.5%AddedHolders
Q3 20217,382$1.03M0.1%+777+11.8%AddedHolders
Q2 20216,605$931.0K0.1%−254−3.7%ReducedHolders
Q1 20216,859$932.0K0.1%––Holders

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