Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- Latest filing
- Jul 28, 2026
WMT holding history
Walmart Inc. in every 13F filed by Richard C. Young & CO., LTD., 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)
- 220,278
- Value
- $24.9M
- % of portfolio
- 1.8%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 220,278 | $24.9M | 1.8% | +1,135+0.5% | Added | Holders |
| Q1 2026 | 219,143 | $27.2M | 2.3% | +811+0.4% | Added | Holders |
| Q4 2025 | 218,332 | $24.3M | 2.2% | +22,537+11.5% | Added | Holders |
| Q3 2025 | 195,795 | $20.2M | 1.9% | +880.0% | Added | Holders |
| Q2 2025 | 195,707 | $19.1M | 1.9% | +1,264+0.7% | Added | Holders |
| Q1 2025 | 194,443 | $17.1M | 1.8% | +323+0.2% | Added | Holders |
| Q4 2024 | 194,120 | $17.5M | 1.9% | −2,627−1.3% | Reduced | Holders |
| Q3 2024 | 196,747 | $15.9M | 1.7% | +3,535+1.8% | Added | Holders |
| Q2 2024 | 193,212 | $13.1M | 1.6% | +7,435+4.0% | Added | Holders |
| Q1 2024 | 185,777 | $11.2M | 1.4% | +12,302+7.1% | AddedConverted for a 3-for-1 split | Holders |
| Q4 2023 | 57,825 | $9.12M | 1.2% | +2,314+4.2% | Added | Holders |
| Q3 2023 | 55,511 | $8.88M | 1.3% | −413−0.7% | Reduced | Holders |
| Q2 2023 | 55,924 | $8.79M | 1.2% | −803−1.4% | Reduced | Holders |
| Q1 2023 | 56,727 | $8.36M | 1.2% | −7,822−12.1% | Reduced | Holders |
| Q4 2022 | 64,549 | $9.15M | 1.2% | −2,264−3.4% | Reduced | Holders |
| Q3 2022 | 66,813 | $8.67M | 1.3% | −1,088−1.6% | Reduced | Holders |
| Q2 2022 | 67,901 | $8.26M | 1.1% | +184+0.3% | Added | Holders |
| Q1 2022 | 67,717 | $10.1M | 1.3% | −2,277−3.3% | Reduced | Holders |
| Q4 2021 | 69,994 | $10.1M | 1.3% | −1,155−1.6% | Reduced | Holders |
| Q3 2021 | 71,149 | $9.92M | 1.4% | −305−0.4% | Reduced | Holders |
| Q2 2021 | 71,454 | $10.1M | 1.3% | −262−0.4% | Reduced | Holders |
| Q1 2021 | 71,716 | $9.74M | 1.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.