Skip to main content

BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

WMT holding history

Walmart Inc. in every 13F filed by BIP Wealth, 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)
39,505
Value
$4.47M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of WMT by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,505$4.47M0.1%+1,306+3.4%AddedHolders
Q1 202638,199$4.75M0.2%−1,369−3.5%ReducedHolders
Q4 202539,568$4.41M0.2%+18,399+86.9%AddedHolders
Q3 202521,169$2.18M0.1%+3,406+19.2%AddedHolders
Q2 202517,763$1.74M0.1%+323+1.9%AddedHolders
Q1 202517,440$1.53M0.1%−35−0.2%ReducedHolders
Q4 202417,475$1.58M0.1%+1,281+7.9%AddedHolders
Q3 202416,194$1.31M0.1%+1,496+10.2%AddedHolders
Q2 202414,698$995.2K0.1%−74−0.5%ReducedHolders
Q1 202414,772$888.8K0.1%+2,211+17.6%AddedConverted for a 3-for-1 splitHolders
Q4 20234,187$660.1K0.1%−20.0%ReducedHolders
Q3 20234,189$669.9K0.1%+865+26.0%AddedHolders
Q2 20233,324$522.5K<0.1%−1,027−23.6%ReducedHolders
Q1 20234,351$641.7K0.1%–No prior filingHolders