Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Avidian Wealth Solutions, LLC, 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): 52,003
Value: $5.89M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52,003	$5.89M	0.2%	−1,276−2.4%	Reduced	Holders
Q1 2026	53,279	$6.62M	0.2%	+6,817+14.7%	Added	Holders
Q4 2025	46,462	$5.18M	0.2%	+6,209+15.4%	Added	Holders
Q3 2025	40,253	$4.15M	0.2%	+1,122+2.9%	Added	Holders
Q2 2025	39,131	$3.83M	0.2%	−1,671−4.1%	Reduced	Holders
Q1 2025	40,802	$3.58M	0.2%	+243+0.6%	Added	Holders
Q4 2024	40,559	$3.66M	0.2%	+1,040+2.6%	Added	Holders
Q3 2024	39,519	$3.19M	0.1%	−1,394−3.4%	Reduced	Holders
Q2 2024	40,913	$2.77M	0.1%	+678+1.7%	Added	Holders
Q1 2024	40,235	$2.42M	0.1%	+1,238+3.2%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	12,999	$2.05M	0.1%	+1,225+10.4%	Added	Holders
Q3 2023	11,774	$1.88M	0.1%	−4,647−28.3%	Reduced	Holders
Q2 2023	16,421	$2.58M	0.2%	−5,251−24.2%	Reduced	Holders
Q1 2023	21,672	$3.20M	0.2%	−38−0.2%	Reduced	Holders
Q4 2022	21,710	$3.08M	0.2%	+7,264+50.3%	Added	Holders
Q3 2022	14,446	$1.87M	0.1%	−567−3.8%	Reduced	Holders
Q2 2022	15,013	$1.82M	0.1%	+5,424+56.6%	Added	Holders
Q1 2022	9,589	$1.43M	0.1%	+180+1.9%	Added	Holders
Q4 2021	9,409	$1.36M	0.1%	+520+5.8%	Added	Holders
Q3 2021	8,889	$1.24M	0.1%	+340+4.0%	Added	Holders
Q2 2021	8,549	$1.21M	0.1%	−52−0.6%	Reduced	Holders
Q1 2021	8,601	$1.17M	0.1%	–	–	Holders

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