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Livermore
Livermore
ZHEN

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

WMT holding history

Walmart Inc. in every 13F filed by IFP Advisors, Inc, 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)
154,200
Value
$17.5M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026154,200$17.5M0.3%+13,641+9.7%AddedHolders
Q1 2026140,559$17.5M0.4%+3,614+2.6%AddedHolders
Q4 2025136,945$15.3M0.3%+2,421+1.8%AddedHolders
Q3 2025134,524$13.9M0.4%+13,683+11.3%AddedHolders
Q2 2025120,841$11.8M0.3%+22,015+22.3%AddedHolders
Q1 202598,826$8.68M0.3%+11,296+12.9%AddedHolders
Q4 202487,530$7.91M0.3%+7,687+9.6%AddedHolders
Q3 202479,843$6.45M0.2%+27,177+51.6%AddedHolders
Q2 202452,666$3.57M0.1%+10,006+23.5%AddedHolders
Q1 202442,660$2.57M0.1%−564−1.3%ReducedConverted for a 3-for-1 splitHolders
Q4 202314,408$2.27M0.1%−3,743−20.6%ReducedHolders
Q3 202318,151$2.90M0.1%−5,187−22.2%ReducedHolders
Q2 202323,338$1.71M0.1%+2,585+12.5%AddedHolders
Q1 202320,753$1.52M0.1%−23,672−53.3%ReducedHolders
Q4 202244,425$3.31M0.1%−2,999−6.3%ReducedHolders
Q3 202247,424$3.52M0.1%+3,775+8.6%AddedHolders
Q2 202243,649$3.24M0.1%−24,663−36.1%ReducedHolders
Q1 202268,312$5.05M0.1%+46,770+217.1%AddedHolders
Q4 202121,542$3.11M0.1%−1,833−7.8%ReducedHolders
Q3 202123,375$3.26M0.1%+1,924+9.0%AddedHolders
Q2 202121,451$3.02M0.1%+915+4.5%AddedHolders
Q1 202120,536$2.79M0.1%––Holders

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