Plancorp, LLC

SEC CIK: 0001599579
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Plancorp, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 45,491
Value: $5.22M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Plancorp, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,491	$5.22M	0.1%	−9,250−16.9%	Reduced	Holders
Q1 2026	54,741	$6.94M	0.2%	+228+0.4%	Added	Holders
Q4 2025	54,513	$6.07M	0.2%	−1,353−2.4%	Reduced	Holders
Q3 2025	55,866	$5.76M	0.2%	−8,213−12.8%	Reduced	Holders
Q2 2025	64,079	$6.27M	0.2%	+3,765+6.2%	Added	Holders
Q1 2025	60,314	$5.29M	0.2%	+6,628+12.3%	Added	Holders
Q4 2024	53,686	$4.85M	0.2%	−136−0.3%	Reduced	Holders
Q3 2024	53,822	$4.35M	0.2%	+1,540+2.9%	Added	Holders
Q2 2024	52,282	$3.54M	0.2%	+1,268+2.5%	Added	Holders
Q1 2024	51,014	$3.07M	0.1%	+1,325+2.7%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	16,563	$2.61M	0.1%	+461+2.9%	Added	Holders
Q3 2023	16,102	$2.58M	0.1%	+3,600+28.8%	Added	Holders
Q2 2023	12,502	$1.97M	0.1%	+1,437+13.0%	Added	Holders
Q1 2023	11,065	$1.63M	0.1%	−95−0.9%	Reduced	Holders
Q4 2022	11,160	$1.58M	0.1%	+121+1.1%	Added	Holders
Q3 2022	11,039	$1.43M	0.1%	+399+3.8%	Added	Holders
Q2 2022	10,640	$1.29M	0.1%	−340−3.1%	Reduced	Holders
Q1 2022	10,980	$1.64M	0.1%	−1,894−14.7%	Reduced	Holders
Q4 2021	12,874	$1.86M	0.1%	+103+0.8%	Added	Holders
Q3 2021	12,771	$1.78M	0.1%	+349+2.8%	Added	Holders
Q2 2021	12,422	$1.75M	0.1%	−51−0.4%	Reduced	Holders
Q1 2021	12,473	$1.69M	0.4%	–	–	Holders

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