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Livermore
Livermore
ZHEN

Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

WMT holding history

Walmart Inc. in every 13F filed by Carson Advisory Inc., 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)
10,778
Value
$1.22M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of WMT by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,778$1.22M0.6%−235−2.1%ReducedHolders
Q1 202611,013$1.37M0.7%−847−7.1%ReducedHolders
Q4 202511,860$1.32M0.7%+532+4.7%AddedHolders
Q3 202511,328$1.17M0.6%+202+1.8%AddedHolders
Q2 202511,126$1.09M0.7%+533+5.0%AddedHolders
Q1 202510,593$929.9K0.6%+64+0.6%AddedHolders
Q4 202410,529$951.3K0.7%−40.0%ReducedHolders
Q3 202410,533$850.6K0.5%−388−3.6%ReducedHolders
Q2 202410,921$739.4K0.5%+777+7.7%AddedHolders
Q1 202410,144$610.4K0.4%+214+2.2%AddedConverted for a 3-for-1 splitHolders
Q4 20233,310$521.8K0.4%00.0%UnchangedHolders
Q3 20233,310$529.4K0.5%+51+1.6%AddedHolders
Q2 20233,259$512.3K0.4%+3+0.1%AddedHolders
Q1 20233,256$480.1K0.4%+108+3.4%AddedHolders
Q4 20223,148$446.4K0.4%+216+7.4%AddedHolders
Q3 20222,932$380.0K0.4%+301+11.4%AddedHolders
Q2 20222,631$320.0K0.4%−36−1.3%ReducedHolders
Q1 20222,667$397.0K0.4%+126+5.0%AddedHolders
Q4 20212,541$368.0K0.4%–No prior filingHolders