Skip to main content

Lantern Wealth Advisors, LLC

SEC CIK
0001950218
Latest filing
Jul 28, 2026

WMT holding history

Walmart Inc. in every 13F filed by Lantern Wealth 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)
3,959
Value
$448.3K
% of portfolio
0.2%
Quarters held
10
Since Q4 2023
Holdings of WMT by Lantern Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,959$448.3K0.2%+10.0%AddedHolders
Q1 20263,958$491.9K0.3%+651+19.7%AddedHolders
Q4 20253,307$368.5K0.2%+370+12.6%AddedHolders
Q3 20252,937$302.8K0.2%−1,235−29.6%ReducedHolders
Q2 20254,172$407.9K0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20244,060$366.9K0.2%+542+15.4%AddedHolders
Q3 20243,518$284.1K0.2%+3+0.1%AddedHolders
Q2 20243,515$238.0K0.2%+9+0.3%AddedHolders
Q1 20243,506$211.0K0.1%−1,795−33.9%ReducedConverted for a 3-for-1 splitHolders
Q4 20231,767$278.6K0.2%–No prior filingHolders