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Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by Integris 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)
2,610
Value
$295.6K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of WMT by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,610$295.6K0.1%+756+40.8%AddedHolders
Q1 20261,854$230.4K0.1%00.0%UnchangedHolders
Q4 20251,854$206.6K<0.1%−657−26.2%ReducedHolders
Q3 20252,511$258.8K0.1%−590−19.0%ReducedHolders
Q2 20253,101$303.3K0.1%+466+17.7%AddedHolders
Q1 20252,635$231.3K0.1%+104+4.1%AddedHolders
Q4 20242,531$228.7K0.1%+2,531NewHolders