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Livermore
Livermore
ZHEN

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

WMT holding history

Walmart Inc. in every 13F filed by Jackson Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of WMT by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−9,515−100.0%Sold outHolders
Q1 20269,515$1.18M0.1%+34+0.4%AddedHolders
Q4 20259,481$1.06M0.1%−292−3.0%ReducedHolders
Q3 20259,773$1.01M0.1%−5,315−35.2%ReducedHolders
Q2 202515,088$1.48M0.2%−212−1.4%ReducedHolders
Q1 202515,300$1.34M0.2%+926+6.4%AddedHolders
Q4 202414,374$1.30M0.1%+5,473+61.5%AddedHolders
Q3 20248,901$719.0K0.1%+300+3.5%AddedHolders
Q2 20248,601$582.0K0.1%00.0%UnchangedHolders
Q1 20248,601$518.0K0.1%+651+8.2%AddedConverted for a 3-for-1 splitHolders
Q4 20232,650$418.0K0.1%00.0%UnchangedHolders
Q3 20232,650$424.0K0.1%00.0%UnchangedHolders
Q2 20232,650$417.0K0.1%00.0%UnchangedHolders
Q1 20232,650$390.7K0.3%+2,650NewHolders
Q4 20220$00.0%−2,693−100.0%Sold outHolders
Q3 20222,693$349.0K0.1%+2,693NewHolders
Q2 20220$00.0%−3,894−100.0%Sold outHolders
Q1 20223,894$580.0K0.1%−200−4.9%ReducedHolders
Q4 20214,094$592.0K0.1%+4,094NewHolders
Q3 20210$00.0%−3,805−100.0%Sold outHolders
Q2 20213,805$537.0K0.1%00.0%UnchangedHolders
Q1 20213,805$517.0K0.1%––Holders

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