Frank, Rimerman Advisors LLC

Position in WMT — Walmart Inc.

CIK 1977560 Palo Alto, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,138,015

-$632,214 QoQ

Shares Held

89,511

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#891

of 4,382 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $19,159,536 across 4 Discount Stores names. WMT ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	89,511	$10,138,015
2	COST	Costco Wholesale Corp /New	8,149	$7,623,145
3	TGT	Target Corp	6,492	$847,920
4	DG	Dollar General Corp	4,782	$550,456

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,138,015	89,511	+3.3%	Shares	Sole	2026-07-27
2026-03-31	$10,770,229	86,661	+1.5%	Shares	Sole	2026-04-29
2025-12-31	$9,516,085	85,415	+6.8%	Shares	Sole	2026-01-15
2025-09-30	$8,240,883	79,962	+3.3%	Shares	Sole	2025-11-04
2025-06-30	$7,565,825	77,376	+28.8%	Shares	Sole	2025-08-11
2025-03-31	$5,274,159	60,077	+5.5%	Shares	Sole	2025-05-12
2024-12-31	$5,145,974	56,956	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$4,582,966	56,755	-11.5%	Shares	Sole	2024-10-24
2024-06-30	$4,341,768	64,123	+6862.3%	Shares	Sole	2024-08-13
2024-03-31	$55,416	921	+200.0%	Shares	Sole	2024-05-09
2023-12-31	$48,398	307	-91.0%	Shares	Sole	2024-02-13
2020-12-31	$494,002	3,427	—	Shares	Sole	2023-09-13
No filing history on record for this holder in this stock.