D.B. Root & Company, LLC

SEC CIK: 0001731717
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by D.B. Root & Company, 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): 30,420
Value: $3.45M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of WMT by D.B. Root & Company, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,420	$3.45M	0.7%	−577−1.9%	Reduced	Holders
Q1 2026	30,997	$3.85M	0.9%	−1,112−3.5%	Reduced	Holders
Q4 2025	32,109	$3.58M	0.9%	−1,651−4.9%	Reduced	Holders
Q3 2025	33,760	$3.48M	0.9%	−288−0.8%	Reduced	Holders
Q2 2025	34,048	$3.33M	1.0%	−102−0.3%	Reduced	Holders
Q1 2025	34,150	$3.00M	1.0%	+1,509+4.6%	Added	Holders
Q4 2024	32,641	$2.95M	0.9%	−1,413−4.1%	Reduced	Holders
Q3 2024	34,054	$2.75M	0.9%	−4,874−12.5%	Reduced	Holders
Q2 2024	38,928	$2.64M	0.9%	−9,144−19.0%	Reduced	Holders
Q1 2024	48,072	$2.89M	1.0%	+525+1.1%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	15,849	$2.50M	0.9%	−86−0.5%	Reduced	Holders
Q3 2023	15,935	$2.55M	1.0%	+689+4.5%	Added	Holders
Q2 2023	15,246	$2.40M	0.9%	−312−2.0%	Reduced	Holders
Q1 2023	15,558	$2.29M	0.9%	+1,066+7.4%	Added	Holders
Q4 2022	14,492	$2.05M	0.9%	+769+5.6%	Added	Holders
Q3 2022	13,723	$1.78M	0.8%	−17−0.1%	Reduced	Holders
Q2 2022	13,740	$1.67M	0.7%	+4,058+41.9%	Added	Holders
Q1 2022	9,682	$1.44M	0.5%	+391+4.2%	Added	Holders
Q4 2021	9,291	$1.34M	0.5%	−285−3.0%	Reduced	Holders
Q3 2021	9,576	$1.33M	0.5%	−15−0.2%	Reduced	Holders
Q2 2021	9,591	$1.35M	0.5%	−131−1.3%	Reduced	Holders
Q1 2021	9,722	$1.32M	0.5%	–	–	Holders

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