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Livermore
Livermore
ZHEN

Helen Stephens Group, LLC

SEC CIK
0001895252
Latest filing
Jul 31, 2026

WMT holding history

Walmart Inc. in every 13F filed by Helen Stephens Group, 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)
52,101
Value
$5.90M
% of portfolio
1.0%
Quarters held
19
Since Q4 2021
Holdings of WMT by Helen Stephens Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,101$5.90M1.0%+134+0.3%AddedHolders
Q1 202651,967$6.46M1.3%+587+1.1%AddedHolders
Q4 202551,380$5.72M1.2%−96−0.2%ReducedHolders
Q3 202551,476$5.31M1.2%+60.0%AddedHolders
Q2 202551,470$5.03M1.2%+33,543+187.1%AddedHolders
Q1 202517,927$1.57M0.4%+102+0.6%AddedHolders
Q4 202417,825$1.61M0.5%−420−2.3%ReducedHolders
Q3 202418,245$1.47M0.4%00.0%UnchangedHolders
Q2 202418,245$1.24M0.4%−48−0.3%ReducedHolders
Q1 202418,293$1.10M0.4%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20236,077$958.0K0.4%+441+7.8%AddedHolders
Q3 20235,636$901.3K0.5%−31−0.5%ReducedHolders
Q2 20235,667$890.8K0.5%+42+0.7%AddedHolders
Q1 20235,625$829.3K0.4%00.0%UnchangedHolders
Q4 20225,625$797.5K0.5%00.0%UnchangedHolders
Q3 20225,625$730.0K0.5%+20+0.4%AddedHolders
Q2 20225,605$681.0K0.5%+20+0.4%AddedHolders
Q1 20225,585$832.0K0.6%−33−0.6%ReducedHolders
Q4 20215,618$813.0K0.7%–No prior filingHolders