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Livermore
Livermore
ZHEN

Delta Financial Advisors LLC

SEC CIK
0001790295
Latest filing
Aug 5, 2026

WMT holding history

Walmart Inc. in every 13F filed by Delta Financial Advisors 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)
51,012
Value
$5.78M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of WMT by Delta Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,012$5.78M1.4%−519−1.0%ReducedHolders
Q1 202651,531$6.40M1.7%−335−0.6%ReducedHolders
Q4 202551,866$5.78M1.5%−1,580−3.0%ReducedHolders
Q3 202553,446$5.51M1.6%+160+0.3%AddedHolders
Q2 202553,286$5.21M1.8%−797−1.5%ReducedHolders
Q1 202554,083$4.75M1.8%+269+0.5%AddedHolders
Q4 202453,814$4.86M1.8%+190.0%AddedHolders
Q3 202453,795$4.34M1.6%−438−0.8%ReducedHolders
Q2 202454,233$3.67M1.4%+33+0.1%AddedHolders
Q1 202454,200$3.26M1.3%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 202318,041$2.84M1.2%00.0%UnchangedHolders
Q3 202318,041$2.89M1.3%−96−0.5%ReducedHolders
Q2 202318,137$2.85M1.3%−205−1.1%ReducedHolders
Q1 202318,342$2.70M1.3%−64−0.3%ReducedHolders
Q4 202218,406$2.61M1.3%+20+0.1%AddedHolders
Q3 202218,386$2.38M1.3%+200+1.1%AddedHolders
Q2 202218,186$2.21M1.1%+80.0%AddedHolders
Q1 202218,178$2.71M1.2%−242−1.3%ReducedHolders
Q4 202118,420$2.67M1.1%+45+0.2%AddedHolders
Q3 202118,375$2.56M1.1%−106−0.6%ReducedHolders
Q2 202118,481$2.61M1.1%+52+0.3%AddedHolders
Q1 202118,429$2.50M1.2%––Holders

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