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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by Rise 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)
4,538
Value
$514.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of WMT by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,538$514.0K0.1%+117+2.6%AddedHolders
Q1 20264,421$551.5K0.2%+24+0.5%AddedHolders
Q4 20254,397$489.9K0.2%−155−3.4%ReducedHolders
Q3 20254,552$469.1K0.2%+372+8.9%AddedHolders
Q2 20254,180$408.7K0.2%−59−1.4%ReducedHolders
Q1 20254,239$372.2K0.2%+424+11.1%AddedHolders
Q4 20243,815$344.7K0.2%−182−4.6%ReducedHolders
Q3 20243,997$322.8K0.2%−391−8.9%ReducedHolders
Q2 20244,388$297.1K0.2%+28+0.6%AddedHolders
Q1 20244,360$262.3K0.1%+2,122+94.8%AddedConverted for a 3-for-1 splitHolders
Q4 2023746$117.7K0.1%+463+163.6%AddedHolders
Q3 2023283$45.3K<0.1%−1,981−87.5%ReducedHolders
Q2 20232,264$355.9K0.3%−775−25.5%ReducedHolders
Q1 20233,039$448.0K0.3%−155−4.9%ReducedHolders
Q4 20223,194$452.8K0.4%00.0%UnchangedHolders
Q3 20223,194$414.0K0.3%+573+21.9%AddedHolders
Q2 20222,621$319.0K0.3%+75+2.9%AddedHolders
Q1 20222,546$379.0K0.3%+52+2.1%AddedHolders
Q4 20212,494$360.9K0.3%–No prior filingHolders