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Livermore
Livermore
ZHEN

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

WMT holding history

Walmart Inc. in every 13F filed by Triangle Securities 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)
12,472
Value
$1.41M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,472$1.41M0.3%−390−3.0%ReducedHolders
Q1 202612,862$1.60M0.4%−137−1.1%ReducedHolders
Q4 202512,999$1.45M0.3%−206−1.6%ReducedHolders
Q3 202513,205$1.36M0.3%+1,950+17.3%AddedHolders
Q2 202511,255$1.10M0.3%−2,387−17.5%ReducedHolders
Q1 202513,642$1.20M0.3%−13−0.1%ReducedHolders
Q4 202413,655$1.23M0.3%−225−1.6%ReducedHolders
Q3 202413,880$1.12M0.3%+258+1.9%AddedHolders
Q2 202413,622$922.3K0.3%−30−0.2%ReducedHolders
Q1 202413,652$821.4K0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20234,535$714.9K0.2%−43−0.9%ReducedHolders
Q3 20234,578$732.1K0.3%+23+0.5%AddedHolders
Q2 20234,555$715.9K0.2%−155−3.3%ReducedHolders
Q1 20234,710$694.4K0.2%−30−0.6%ReducedHolders
Q4 20224,740$672.0K0.2%−73−1.5%ReducedHolders
Q3 20224,813$624.0K0.3%+275+6.1%AddedHolders
Q2 20224,538$552.0K0.2%+195+4.5%AddedHolders
Q1 20224,343$647.0K0.2%−199−4.4%ReducedHolders
Q4 20214,542$657.0K0.2%+10+0.2%AddedHolders
Q3 20214,532$632.0K0.2%−31−0.7%ReducedHolders
Q2 20214,563$643.0K0.2%−165−3.5%ReducedHolders
Q1 20214,728$642.0K0.2%––Holders

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