Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Great Valley Advisor Group, Inc., 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): 176,942
Value: $20.0M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	176,942	$20.0M	0.3%	+4,741+2.8%	Added	Holders
Q1 2026	172,201	$21.4M	0.4%	+5,891+3.5%	Added	Holders
Q4 2025	166,310	$18.5M	0.4%	−9,941−5.6%	Reduced	Holders
Q3 2025	176,251	$18.2M	0.4%	+11,555+7.0%	Added	Holders
Q2 2025	164,696	$16.1M	0.4%	−8,693−5.0%	Reduced	Holders
Q1 2025	173,389	$15.2M	0.3%	−47,642−21.6%	Reduced	Holders
Q4 2024	221,031	$20.0M	0.4%	+3,802+1.8%	Added	Holders
Q3 2024	217,229	$17.5M	0.4%	+29,727+15.9%	Added	Holders
Q2 2024	187,502	$12.7M	0.4%	+14,569+8.4%	Added	Holders
Q1 2024	172,933	$10.4M	0.3%	+5,086+3.0%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	55,949	$8.82M	0.3%	+2,419+4.5%	Added	Holders
Q3 2023	53,530	$8.56M	0.4%	+3,540+7.1%	Added	Holders
Q2 2023	49,990	$7.86M	0.3%	+4,374+9.6%	Added	Holders
Q1 2023	45,616	$6.73M	0.3%	+17,316+61.2%	Added	Holders
Q4 2022	28,300	$4.01M	0.2%	−466−1.6%	Reduced	Holders
Q3 2022	28,766	$3.73M	0.2%	+400+1.4%	Added	Holders
Q2 2022	28,366	$3.45M	0.2%	+6,930+32.3%	Added	Holders
Q1 2022	21,436	$3.14M	0.2%	+941+4.6%	Added	Holders
Q4 2021	20,495	$2.90M	0.2%	+891+4.5%	Added	Holders
Q3 2021	19,604	$2.73M	0.2%	+1,276+7.0%	Added	Holders
Q2 2021	18,328	$2.52M	0.2%	+300+1.7%	Added	Holders
Q1 2021	18,028	$2.45M	0.2%	–	–	Holders

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