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Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

WMT holding history

Walmart Inc. in every 13F filed by Raffa 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)
2,304
Value
$260.9K
% of portfolio
<0.1%
Quarters held
50
Since Q4 2013
Holdings of WMT by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,304$260.9K<0.1%−100−4.2%ReducedHolders
Q1 20262,404$298.7K<0.1%+151+6.7%AddedHolders
Q4 20252,253$251.0K<0.1%+614+37.5%AddedHolders
Q3 20251,639$168.9K<0.1%−276−14.4%ReducedHolders
Q2 20251,915$187.3K<0.1%+1,115+139.4%AddedHolders
Q1 2025800$70.3K<0.1%−18−2.2%ReducedHolders
Q4 2024818$73.9K<0.1%+416+103.5%AddedHolders
Q3 2024402$32.5K<0.1%+1+0.2%AddedHolders
Q2 2024401$27.2K<0.1%+2+0.5%AddedHolders
Q1 2024399$24.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 2023133$20.9K<0.1%00.0%UnchangedHolders
Q3 2023133$21.2K<0.1%+1+0.8%AddedHolders
Q2 2023132$20.8K<0.1%−275−67.6%ReducedHolders
Q1 2023407$60.0K<0.1%+1+0.2%AddedHolders
Q4 2022406$57.6K<0.1%00.0%UnchangedHolders
Q3 2022406$52.7K<0.1%00.0%UnchangedHolders
Q2 2022406$49.3K<0.1%+1+0.2%AddedHolders
Q1 2022405$60.3K<0.1%−35−8.0%ReducedHolders
Q4 2021440$63.6K<0.1%−39−8.1%ReducedHolders
Q3 2021479$66.7K<0.1%−283−37.1%ReducedHolders
Q2 2021762$107.5K<0.1%−649−46.0%ReducedHolders
Q1 20211,411$191.7K0.1%−338−19.3%ReducedHolders
Q4 20201,749$252.1K0.1%+115+7.0%Added–
Q3 20201,634$228.6K0.1%−51−3.0%Reduced–
Q2 20201,685$201.8K0.1%00.0%Unchanged–
Q1 20201,685$191.6K0.1%00.0%Unchanged–
Q4 20191,685$200.2K0.1%00.0%Unchanged–
Q3 20191,685$200.0K0.1%+1,685New–
Q2 20190$00.0%−385−100.0%Sold out–
Q1 2019385$37.5K<0.1%00.0%Unchanged–
Q4 2018385$35.9K<0.1%−10−2.5%Reduced–
Q3 2018395$37.1K<0.1%+10+2.6%Added–
Q2 2018385$33.0K<0.1%00.0%Unchanged–
Q1 2018385$34.3K<0.1%00.0%Unchanged–
Q4 2017385$38.0K<0.1%00.0%Unchanged–
Q3 2017385$30.1K<0.1%00.0%Unchanged–
Q2 2017385$29.1K<0.1%00.0%Unchanged–
Q1 2017385$27.8K<0.1%00.0%Unchanged–
Q4 2016385$26.6K<0.1%+75+24.2%Added–
Q3 2016310$22.4K<0.1%00.0%Unchanged–
Q2 2016310$22.6K<0.1%00.0%Unchanged–
Q1 2016310$21.2K<0.1%+100+47.6%Added–
Q4 2015210$12.9K<0.1%−125−37.3%Reduced–
Q3 2015335$21.7K<0.1%+125+59.5%Added–
Q2 2015210$14.9K<0.1%00.0%Unchanged–
Q1 2015210$17.3K<0.1%−15−6.7%Reduced–
Q4 2014225$19.3K<0.1%00.0%Unchanged–
Q3 2014225$17.2K<0.1%−2−0.9%Reduced–
Q2 2014227$17.0K<0.1%+2+0.9%Added–
Q1 2014225$17.2K<0.1%00.0%Unchanged–
Q4 2013225$19.3K<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.