Skip to main content
Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

WMT holding history

Walmart Inc. in every 13F filed by Gradient Investments 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)
387,784
Value
$43.9M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of WMT by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026387,784$43.9M0.6%+4,686+1.2%AddedHolders
Q1 2026383,098$47.6M0.7%−25,416−6.2%ReducedHolders
Q4 2025408,514$45.5M0.7%−12,183−2.9%ReducedHolders
Q3 2025420,697$43.4M0.7%+23,995+6.0%AddedHolders
Q2 2025396,702$38.8M0.7%−11,227−2.8%ReducedHolders
Q1 2025407,929$35.8M0.7%+51,647+14.5%AddedHolders
Q4 2024356,282$32.2M0.7%−37,231−9.5%ReducedHolders
Q3 2024393,513$31.8M0.7%−9,087−2.3%ReducedHolders
Q2 2024402,600$27.3M0.6%+20,225+5.3%AddedHolders
Q1 2024382,375$23.0M0.5%+34,081+9.8%AddedConverted for a 3-for-1 splitHolders
Q4 2023116,098$18.3M0.4%+12,090+11.6%AddedHolders
Q3 2023104,008$16.6M0.4%+7,725+8.0%AddedHolders
Q2 202396,283$15.1M0.4%+1,503+1.6%AddedHolders
Q1 202394,780$14.0M0.4%+23,677+33.3%AddedHolders
Q4 202271,103$10.1M0.3%−108,142−60.3%ReducedHolders
Q3 2022179,245$23.2M0.7%+3,245+1.8%AddedHolders
Q2 2022176,000$21.4M0.6%−12,369−6.6%ReducedHolders
Q1 2022188,369$28.1M0.7%−390−0.2%ReducedHolders
Q4 2021188,759$27.3M0.7%+11,189+6.3%AddedHolders
Q3 2021177,570$24.8M0.7%+41,299+30.3%AddedHolders
Q2 2021136,271$19.2M0.6%+5,530+4.2%AddedHolders
Q1 2021130,741$17.8M0.6%––Holders

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