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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by BKD Wealth Advisors, 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)
95,131
Value
$10.8M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,131$10.8M0.2%+345+0.4%AddedHolders
Q1 202694,786$11.8M0.2%+2,924+3.2%AddedHolders
Q4 202591,862$10.2M0.2%−554−0.6%ReducedHolders
Q3 202592,416$9.52M0.2%−1,213−1.3%ReducedHolders
Q2 202593,629$9.15M0.2%+30.0%AddedHolders
Q1 202593,626$8.22M0.2%−114,107−54.9%ReducedHolders
Q4 2024207,733$18.8M0.4%−510−0.2%ReducedHolders
Q3 2024208,243$16.8M0.4%+115,881+125.5%AddedHolders
Q2 202492,362$6.25M0.2%−3,887−4.0%ReducedHolders
Q1 202496,249$5.79M0.1%+2,055+2.2%AddedConverted for a 3-for-1 splitHolders
Q4 202331,398$4.95M0.1%−1,392−4.2%ReducedHolders
Q3 202332,790$5.24M0.2%−42,371−56.4%ReducedHolders
Q2 202375,161$11.8M0.3%+2,217+3.0%AddedHolders
Q1 202372,944$10.8M0.4%+2,788+4.0%AddedHolders
Q4 202270,156$9.95M0.3%−171−0.2%ReducedHolders
Q3 202270,327$9.12M0.4%−1,124−1.6%ReducedHolders
Q2 202271,451$8.69M0.4%+4,141+6.2%AddedHolders
Q1 202267,310$10.0M0.4%+1,500+2.3%AddedHolders
Q4 202165,810$9.52M0.4%+853+1.3%AddedHolders
Q3 202164,957$9.05M0.4%+1,511+2.4%AddedHolders
Q2 202163,446$8.95M0.4%+1,150+1.8%AddedHolders
Q1 202162,296$8.46M0.4%––Holders

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