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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

WMT holding history

Walmart Inc. in every 13F filed by W 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)
15,662
Value
$1.77M
% of portfolio
0.8%
Quarters held
19
Since Q4 2021
Holdings of WMT by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,662$1.77M0.8%+2,406+18.2%AddedHolders
Q1 202613,256$1.65M0.8%−25−0.2%ReducedHolders
Q4 202513,281$1.48M0.7%−40.0%ReducedHolders
Q3 202513,285$1.37M0.7%−30.0%ReducedHolders
Q2 202513,288$1.30M0.7%−153−1.1%ReducedHolders
Q1 202513,441$1.18M0.7%+185+1.4%AddedHolders
Q4 202413,256$1.20M0.7%+68+0.5%AddedHolders
Q3 202413,188$1.06M0.7%+197+1.5%AddedHolders
Q2 202412,991$879.6K0.6%+62+0.5%AddedHolders
Q1 202412,929$777.9K0.5%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20234,293$676.8K0.5%−761−15.1%ReducedHolders
Q3 20235,054$808.3K0.7%+104+2.1%AddedHolders
Q2 20234,950$778.1K0.6%−10.0%ReducedHolders
Q1 20234,951$730.0K0.6%−49−1.0%ReducedHolders
Q4 20225,000$709.0K0.6%−135−2.6%ReducedHolders
Q3 20225,135$667.0K0.6%−5−0.1%ReducedHolders
Q2 20225,140$625.0K0.5%+18+0.4%AddedHolders
Q1 20225,122$763.0K0.6%+367+7.7%AddedHolders
Q4 20214,755$688.0K0.5%–No prior filingHolders