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Livermore
Livermore
ZHEN

Baron Silver Stevens Financial Advisors, LLC

SEC CIK
0001851395
Latest filing
Jul 31, 2026

WMT holding history

Walmart Inc. in every 13F filed by Baron Silver Stevens 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)
7,602
Value
$861.0K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of WMT by Baron Silver Stevens Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,602$861.0K0.1%00.0%UnchangedHolders
Q1 20267,602$944.8K0.1%−137−1.8%ReducedHolders
Q4 20257,739$862.2K0.1%−337−4.2%ReducedHolders
Q3 20258,076$832.3K0.1%−369−4.4%ReducedHolders
Q2 20258,445$825.8K0.1%+646+8.3%AddedHolders
Q1 20257,799$684.7K0.1%+106+1.4%AddedHolders
Q4 20247,693$695.1K0.1%+200+2.7%AddedHolders
Q3 20247,493$605.1K0.1%+284+3.9%AddedHolders
Q2 20247,209$488.1K0.1%+846+13.3%AddedHolders
Q1 20246,363$382.9K0.1%−1,236−16.3%ReducedConverted for a 3-for-1 splitHolders
Q4 20232,533$399.3K0.1%+297+13.3%AddedHolders
Q3 20232,236$357.6K0.1%+211+10.4%AddedHolders
Q2 20232,025$318.3K0.1%−205−9.2%ReducedHolders
Q1 20232,230$328.8K0.1%00.0%UnchangedHolders
Q4 20222,230$316.2K0.1%00.0%UnchangedHolders
Q3 20222,230$548.0K0.3%−73−3.2%ReducedHolders
Q2 20222,303$279.0K0.1%+380+19.8%AddedHolders
Q1 20221,923$286.0K0.1%+1,923NewHolders