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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

WMT holding history

Walmart Inc. in every 13F filed by Sheets Smith Wealth Management, 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)
17,226
Value
$1.95M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,226$1.95M0.2%−29−0.2%ReducedHolders
Q1 202617,255$2.14M0.2%+285+1.7%AddedHolders
Q4 202516,970$1.89M0.2%+356+2.1%AddedHolders
Q3 202516,614$1.71M0.2%+12+0.1%AddedHolders
Q2 202516,602$1.62M0.2%−4,373−20.8%ReducedHolders
Q1 202520,975$1.84M0.2%+115+0.6%AddedHolders
Q4 202420,860$1.88M0.2%−124−0.6%ReducedHolders
Q3 202420,984$1.69M0.2%−461−2.1%ReducedHolders
Q2 202421,445$1.45M0.2%+312+1.5%AddedHolders
Q1 202421,133$1.27M0.1%+439+2.1%AddedConverted for a 3-for-1 splitHolders
Q4 20236,898$1.09M0.2%+1,726+33.4%AddedHolders
Q3 20235,172$827.2K0.1%+403+8.5%AddedHolders
Q2 20234,769$749.5K0.1%−24−0.5%ReducedHolders
Q1 20234,793$706.7K0.1%+96+2.0%AddedHolders
Q4 20224,697$666.0K0.1%−93−1.9%ReducedHolders
Q3 20224,790$621.0K0.1%−43−0.9%ReducedHolders
Q2 20224,833$588.0K0.1%−252−5.0%ReducedHolders
Q1 20225,085$757.0K0.1%+17+0.3%AddedHolders
Q4 20215,068$733.0K0.1%−137−2.6%ReducedHolders
Q3 20215,205$725.0K0.1%−669−11.4%ReducedHolders
Q2 20215,874$828.0K0.1%−149−2.5%ReducedHolders
Q1 20216,023$818.0K0.1%––Holders

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