Robertson Stephens Wealth Management, LLC
Position in WMT — Walmart Inc.
CIK 1767307
San Francisco, CA
Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,610,646
-$631,771 QoQ
Shares Held
58,367
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,141
of 4,382 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Derivatives in WMT
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,483,651
PutShares
16,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $28,194,889 across 3 Discount Stores names. WMT ranks #2 (23.4% of the industry book) .
All Filings in WMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,610,646 | 58,367 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,242,417 | 58,275 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,087,586 | 72,593 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,858,943 | 76,256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,011,897 | 81,938 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,919,256 | 78,816 | Shares | Sole | 2025-04-17 | |
| 2025-03-31 | $1,483,651 | 16,900 | Put | Sole | 2025-04-17 | |
| 2024-12-31 | $6,024,628 | 66,681 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,025,395 | 62,234 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,286,110 | 63,301 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,576,925 | 59,447 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,476,787 | 28,397 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,932,250 | 55,851 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,153,678 | 13,702 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,207,473 | 14,971 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,006,894 | 14,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,820,597 | 14,037 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,198,411 | 18,082 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,553,680 | 17,148 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,431,804 | 16,807 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $307,751 | 2,208 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $313,910 | 2,226 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $312,137 | 2,298 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||