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Livermore
Livermore
ZHEN

Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

WMT holding history

Walmart Inc. in every 13F filed by Affinity Wealth Management 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)
8,181
Value
$926.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WMT by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,181$926.6K0.1%−267−3.2%ReducedHolders
Q1 20268,448$1.05M0.2%00.0%UnchangedHolders
Q4 20258,448$941.2K0.1%+32+0.4%AddedHolders
Q3 20258,416$867.4K0.1%00.0%UnchangedHolders
Q2 20258,416$823.0K0.1%00.0%UnchangedHolders
Q1 20258,416$738.9K0.1%00.0%UnchangedHolders
Q4 20248,416$760.4K0.1%−819−8.9%ReducedHolders
Q3 20249,235$745.8K0.1%−54−0.6%ReducedHolders
Q2 20249,289$629.0K0.1%−462−4.7%ReducedHolders
Q1 20249,751$586.7K0.1%−329−3.3%ReducedConverted for a 3-for-1 splitHolders
Q4 20233,360$529.8K0.1%00.0%UnchangedHolders
Q3 20233,360$537.4K0.1%−500−13.0%ReducedHolders
Q2 20233,860$606.8K0.1%+164+4.4%AddedHolders
Q1 20233,696$545.0K0.1%−7−0.2%ReducedHolders
Q4 20223,703$525.1K0.1%00.0%UnchangedHolders
Q3 20223,703$480.0K0.1%−151−3.9%ReducedHolders
Q2 20223,854$481.0K0.1%−79−2.0%ReducedHolders
Q1 20223,933$620.0K0.1%+23+0.6%AddedHolders
Q4 20213,910$560.0K0.1%−3,155−44.7%ReducedHolders
Q3 20217,065$955.0K0.2%+898+14.6%AddedHolders
Q2 20216,167$871.0K0.2%−550−8.2%ReducedHolders
Q1 20216,717$945.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.