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LGT Financial Advisors LLC

SEC CIK
0001965191
Latest filing
Jul 24, 2026

WMT holding history

Walmart Inc. in every 13F filed by LGT Financial 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)
938
Value
$106.3K
% of portfolio
0.6%
Quarters held
14
Since Q1 2023
Holdings of WMT by LGT Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026938$106.3K0.6%+3+0.3%AddedHolders
Q1 2026935$116.2K0.6%+2+0.2%AddedHolders
Q4 2025933$103.9K0.6%00.0%UnchangedHolders
Q3 2025933$96.1K0.2%−19−2.0%ReducedHolders
Q2 2025952$93.1K0.2%+26+2.8%AddedHolders
Q1 2025926$81.3K0.2%+3+0.3%AddedHolders
Q4 2024923$83.4K0.2%00.0%UnchangedHolders
Q3 2024923$74.6K0.2%+2+0.2%AddedHolders
Q2 2024921$62.4K0.1%+6+0.7%AddedHolders
Q1 2024915$55.1K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 2023304$47.9K0.1%−13−4.1%ReducedHolders
Q3 2023317$50.7K0.1%−5,728−94.8%ReducedHolders
Q2 20236,045$950.1K1.0%+3,498+137.3%AddedHolders
Q1 20232,547$375.6K0.7%+2,547NewHolders