Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
WMT holding history
Walmart Inc. in every 13F filed by Willner & Heller, 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)
- 8,785
- Value
- $994.9K
- % of portfolio
- 0.6%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,785 | $994.9K | 0.6% | +274+3.2% | Added | Holders |
| Q1 2026 | 8,511 | $1.06M | 0.8% | −112−1.3% | Reduced | Holders |
| Q4 2025 | 8,623 | $960.7K | 0.7% | 00.0% | Unchanged | Holders |
| Q3 2025 | 8,623 | $888.7K | 0.7% | +561+7.0% | Added | Holders |
| Q2 2025 | 8,062 | $788.3K | 0.7% | −238−2.9% | Reduced | Holders |
| Q1 2025 | 8,300 | $728.7K | 0.7% | −441−5.0% | Reduced | Holders |
| Q4 2024 | 8,741 | $789.8K | 0.7% | 00.0% | Unchanged | Holders |
| Q3 2024 | 8,741 | $705.9K | 0.6% | +22+0.3% | Added | Holders |
| Q2 2024 | 8,719 | $590.4K | 0.6% | +56+0.6% | Added | Holders |
| Q1 2024 | 8,663 | $521.3K | 0.5% | −340−3.8% | ReducedConverted for a 3-for-1 split | Holders |
| Q4 2023 | 3,001 | $473.2K | 0.5% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 2,995 | $424.7K | 0.6% | 00.0% | Unchanged | Holders |
| Q3 2022 | 2,995 | $389.0K | 0.6% | +93+3.2% | Added | Holders |
| Q2 2022 | 2,902 | $353.0K | 0.5% | +32+1.1% | Added | Holders |
| Q1 2022 | 2,870 | $415.0K | 0.5% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,870 | $400.0K | 0.5% | – | No prior filing | Holders |