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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by JFS 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)
30,535
Value
$3.46M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,535$3.46M0.2%−746−2.4%ReducedHolders
Q1 202631,281$3.89M0.2%−1,356−4.2%ReducedHolders
Q4 202532,637$3.64M0.2%−543−1.6%ReducedHolders
Q3 202533,180$3.42M0.2%+1,458+4.6%AddedHolders
Q2 202531,722$3.10M0.2%−424−1.3%ReducedHolders
Q1 202532,146$2.82M0.2%−2,816−8.1%ReducedHolders
Q4 202434,962$3.16M0.2%00.0%UnchangedHolders
Q3 202434,962$2.82M0.2%+21,238+154.8%AddedHolders
Q2 202413,724$929.2K0.1%−328−2.3%ReducedHolders
Q1 202414,052$845.5K0.1%+297+2.2%AddedConverted for a 3-for-1 splitHolders
Q4 20234,585$722.9K0.1%−159−3.4%ReducedHolders
Q3 20234,744$758.8K0.1%−10−0.2%ReducedHolders
Q2 20234,754$747.2K0.1%−118−2.4%ReducedHolders
Q1 20234,872$718.4K0.1%−93−1.9%ReducedHolders
Q4 20224,965$704.0K0.1%+89+1.8%AddedHolders
Q3 20224,876$632.0K0.1%+322+7.1%AddedHolders
Q2 20224,554$554.0K0.1%−69−1.5%ReducedHolders
Q1 20224,623$689.0K0.1%−149−3.1%ReducedHolders
Q4 20214,772$690.0K0.1%+567+13.5%AddedHolders
Q3 20214,205$586.0K0.1%+503+13.6%AddedHolders
Q2 20213,702$522.0K0.1%00.0%UnchangedHolders
Q1 20213,702$503.0K0.1%––Holders

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