Skip to main content
Livermore
Livermore
ZHEN

Gladstone Institutional Advisory LLC

SEC CIK
0001766530
Latest filing
Jul 27, 2026

WMT holding history

Walmart Inc. in every 13F filed by Gladstone Institutional Advisory 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)
100,317
Value
$11.4M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of WMT by Gladstone Institutional Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026100,317$11.4M0.4%+12,098+13.7%AddedHolders
Q1 202688,219$11.0M0.4%−5,380−5.7%ReducedHolders
Q4 202593,599$10.4M0.4%−13,785−12.8%ReducedHolders
Q3 2025107,384$11.1M0.4%+14,123+15.1%AddedHolders
Q2 202593,261$9.12M0.4%+11,532+14.1%AddedHolders
Q1 202581,729$7.17M0.3%−10,120−11.0%ReducedHolders
Q4 202491,849$8.30M0.4%+6,857+8.1%AddedHolders
Q3 202484,992$6.86M0.3%−6,418−7.0%ReducedHolders
Q2 202491,410$6.19M0.3%+5,145+6.0%AddedHolders
Q1 202486,265$5.19M0.3%+2,796+3.3%AddedConverted for a 3-for-1 splitHolders
Q4 202327,823$4.39M0.2%+352+1.3%AddedHolders
Q3 202327,471$4.39M0.3%+929+3.5%AddedHolders
Q2 202326,542$4.17M0.3%−132−0.5%ReducedHolders
Q1 202326,674$3.93M0.3%+7,373+38.2%AddedHolders
Q4 202219,301$2.74M0.2%−2,882−13.0%ReducedHolders
Q3 202222,183$2.88M0.2%−7,220−24.6%ReducedHolders
Q2 202229,403$3.58M0.3%+8,404+40.0%AddedHolders
Q1 202220,999$3.13M0.2%−10,514−33.4%ReducedHolders
Q4 202131,513$4.56M0.4%+13,139+71.5%AddedHolders
Q3 202118,374$2.56M0.3%+9,720+112.3%AddedHolders
Q2 20218,654$1.22M0.1%+2,169+33.4%AddedHolders
Q1 20216,485$881.0K0.1%––Holders

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