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Livermore
Livermore
ZHEN

Claris Advisors, LLC

SEC CIK
0001905092
Latest filing
Jul 21, 2026

WMT holding history

Walmart Inc. in every 13F filed by Claris 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)
4,668
Value
$528.7K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of WMT by Claris Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,668$528.7K0.1%−6−0.1%ReducedHolders
Q1 20264,674$580.9K0.2%−33−0.7%ReducedHolders
Q4 20254,707$524.4K0.2%−5,114−52.1%ReducedHolders
Q3 20259,821$960.3K0.3%00.0%UnchangedHolders
Q2 20259,821$960.3K0.3%−87−0.9%ReducedHolders
Q1 20259,908$869.8K0.3%+3,443+53.3%AddedHolders
Q4 20246,465$584.1K0.2%+400+6.6%AddedHolders
Q3 20246,065$489.7K0.2%+102+1.7%AddedHolders
Q2 20245,963$403.8K0.2%00.0%UnchangedHolders
Q1 20245,963$358.8K0.2%+143+2.5%AddedConverted for a 3-for-1 splitHolders
Q4 20231,940$305.8K0.2%00.0%UnchangedHolders
Q3 20231,940$310.3K0.2%00.0%UnchangedHolders
Q2 20231,940$304.9K0.2%−6−0.3%ReducedHolders
Q1 20231,946$286.9K0.2%−175−8.3%ReducedHolders
Q4 20222,121$300.7K0.3%+31+1.5%AddedHolders
Q3 20222,090$271.0K0.3%00.0%UnchangedHolders
Q2 20222,090$254.0K0.3%00.0%UnchangedHolders
Q1 20222,090$311.0K0.3%00.0%UnchangedHolders
Q4 20212,090$302.0K0.3%–No prior filingHolders