Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 58,907
Value: $6.67M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	58,907	$6.67M	0.4%	−3,165−5.1%	Reduced	Holders
Q1 2026	62,072	$7.71M	0.5%	−2,185−3.4%	Reduced	Holders
Q4 2025	64,257	$7.16M	0.5%	−191−0.3%	Reduced	Holders
Q3 2025	64,448	$6.64M	0.4%	−1,376−2.1%	Reduced	Holders
Q2 2025	65,824	$6.44M	0.5%	−2,723−4.0%	Reduced	Holders
Q1 2025	68,547	$6.02M	0.5%	+5,049+8.0%	Added	Holders
Q4 2024	63,498	$5.74M	0.4%	−512−0.8%	Reduced	Holders
Q3 2024	64,010	$5.17M	0.4%	−3,564−5.3%	Reduced	Holders
Q2 2024	67,574	$4.58M	0.4%	−1,001−1.5%	Reduced	Holders
Q1 2024	68,575	$4.13M	0.3%	00.0%	UnchangedConverted for a 3-for-1 split	Holders
Q4 2023	22,878	$3.61M	0.3%	+761+3.4%	Added	Holders
Q3 2023	22,117	$3.54M	0.3%	−286−1.3%	Reduced	Holders
Q2 2023	22,403	$3.52M	0.3%	+83+0.4%	Added	Holders
Q1 2023	22,320	$3.29M	0.3%	+37+0.2%	Added	Holders
Q4 2022	22,283	$3.16M	0.3%	+295+1.3%	Added	Holders
Q3 2022	21,988	$2.85M	0.3%	+173+0.8%	Added	Holders
Q2 2022	21,815	$2.65M	0.3%	−271−1.2%	Reduced	Holders
Q1 2022	22,086	$3.29M	0.3%	−163−0.7%	Reduced	Holders
Q4 2021	22,249	$3.22M	0.2%	+1,422+6.8%	Added	Holders
Q3 2021	20,827	$2.90M	0.2%	+1,031+5.2%	Added	Holders
Q2 2021	19,796	$2.79M	0.2%	+1,806+10.0%	Added	Holders
Q1 2021	17,990	$2.44M	0.2%	–	–	Holders

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