Mutual Advisors, LLC

SEC CIK: 0001694080
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Mutual Advisors, 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): 122,229
Value: $13.8M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Mutual Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	122,229	$13.8M	0.3%	−19,895−14.0%	Reduced	Holders
Q1 2026	142,124	$17.7M	0.4%	+18,736+15.2%	Added	Holders
Q4 2025	123,388	$13.7M	0.3%	−269−0.2%	Reduced	Holders
Q3 2025	123,657	$13.2M	0.3%	−1,175−0.9%	Reduced	Holders
Q2 2025	124,832	$12.2M	0.3%	−1,939−1.5%	Reduced	Holders
Q1 2025	126,771	$12.1M	0.3%	+12,011+10.5%	Added	Holders
Q4 2024	114,760	$10.5M	0.3%	−26,082−18.5%	Reduced	Holders
Q3 2024	140,842	$11.7M	0.3%	−4,245−2.9%	Reduced	Holders
Q2 2024	145,087	$10.1M	0.3%	−247−0.2%	Reduced	Holders
Q1 2024	145,334	$8.74M	0.3%	+18,155+14.3%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	42,393	$6.68M	0.2%	+8,083+23.6%	Added	Holders
Q3 2023	34,310	$5.49M	0.2%	−121−0.4%	Reduced	Holders
Q2 2023	34,431	$5.41M	0.2%	−2,664−7.2%	Reduced	Holders
Q1 2023	37,095	$5.47M	0.2%	+6,497+21.2%	Added	Holders
Q4 2022	30,598	$4.34M	0.2%	+1,494+5.1%	Added	Holders
Q3 2022	29,104	$3.77M	0.2%	+10,675+57.9%	Added	Holders
Q2 2022	18,429	$2.24M	0.1%	+439+2.4%	Added	Holders
Q1 2022	17,990	$2.68M	0.2%	−852−4.5%	Reduced	Holders
Q4 2021	18,842	$2.73M	0.1%	−2,555−11.9%	Reduced	Holders
Q3 2021	21,397	$2.98M	0.2%	+1,686+8.6%	Added	Holders
Q2 2021	19,711	$2.78M	0.2%	+1,584+8.7%	Added	Holders
Q1 2021	18,127	$2.46M	0.2%	–	–	Holders

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