Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 159,109
Value: $18.0M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	159,109	$18.0M	0.1%	+65,644+70.2%	Added	Holders
Q1 2026	93,465	$11.6M	0.1%	−18,419−16.5%	Reduced	Holders
Q4 2025	111,884	$12.5M	0.1%	−41,946−27.3%	Reduced	Holders
Q3 2025	153,830	$15.9M	0.1%	−33,050−17.7%	Reduced	Holders
Q2 2025	186,880	$18.3M	0.1%	+16,864+9.9%	Added	Holders
Q1 2025	170,016	$14.9M	0.1%	+88,154+107.7%	Added	Holders
Q4 2024	81,862	$7.40M	0.1%	+10,913+15.4%	Added	Holders
Q3 2024	70,949	$5.73M	0.1%	−3,194−4.3%	Reduced	Holders
Q2 2024	74,143	$5.02M	0.1%	+358+0.5%	Added	Holders
Q1 2024	73,785	$4.44M	0.1%	−14,838−16.7%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	29,541	$4.66M	0.1%	+7,330+33.0%	Added	Holders
Q3 2023	22,211	$3.55M	0.1%	+1,609+7.8%	Added	Holders
Q2 2023	20,602	$3.24M	0.1%	−2,663−11.4%	Reduced	Holders
Q1 2023	23,265	$3.43M	0.1%	−2,168−8.5%	Reduced	Holders
Q4 2022	25,433	$3.61M	0.1%	+3,499+16.0%	Added	Holders
Q3 2022	21,934	$2.85M	0.1%	+114+0.5%	Added	Holders
Q2 2022	21,820	$2.65M	0.1%	+3,683+20.3%	Added	Holders
Q1 2022	18,137	$2.70M	0.1%	+198+1.1%	Added	Holders
Q4 2021	17,939	$2.60M	0.1%	−2,227−11.0%	Reduced	Holders
Q3 2021	20,166	$2.81M	0.1%	+7,556+59.9%	Added	Holders
Q2 2021	12,610	$1.78M	<0.1%	−17,790−58.5%	Reduced	Holders
Q1 2021	30,400	$4.13M	0.1%	–	–	Holders

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