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Operose Advisors LLC

SEC CIK
0001909750
Latest filing
Aug 13, 2026

WMT holding history

Walmart Inc. in every 13F filed by Operose 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)
1,748
Value
$198.0K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of WMT by Operose Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,748$198.0K<0.1%−640−26.8%ReducedHolders
Q1 20262,388$296.8K0.1%−715−23.0%ReducedHolders
Q4 20253,103$345.7K0.1%−9−0.3%ReducedHolders
Q3 20253,112$320.7K0.1%−248−7.4%ReducedHolders
Q2 20253,360$328.5K0.1%+3,041+953.3%AddedHolders
Q1 2025319$28.0K<0.1%+243+319.7%AddedHolders
Q4 202476$6.87K<0.1%−1,770−95.9%ReducedHolders
Q3 20241,846$149.1K<0.1%+76+4.3%AddedHolders
Q2 20241,770$119.8K<0.1%−150−7.8%ReducedHolders
Q1 20241,920$115.5K<0.1%+150+8.5%AddedConverted for a 3-for-1 splitHolders
Q4 2023590$93.0K<0.1%−1,184−66.7%ReducedHolders
Q3 20231,774$283.7K0.1%+1,394+366.8%AddedHolders
Q2 2023380$59.7K<0.1%+380NewHolders
Q1 20230$00.0%−95−100.0%Sold outHolders
Q4 202295$13.5K<0.1%00.0%UnchangedHolders
Q3 202295$12.0K<0.1%−200−67.8%ReducedHolders
Q2 2022295$36.0K<0.1%00.0%UnchangedHolders
Q1 2022295$44.0K<0.1%+95+47.5%AddedHolders
Q4 2021200$29.0K<0.1%–No prior filingHolders