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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

WMT holding history

Walmart Inc. in every 13F filed by Aptus Capital 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)
620,716
Value
$70.3M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of WMT by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026620,716$70.3M0.5%+12,143+2.0%AddedHolders
Q1 2026608,573$75.6M0.6%−49,093−7.5%ReducedHolders
Q4 2025657,666$73.3M0.6%+27,189+4.3%AddedHolders
Q3 2025630,477$65.0M0.6%−16,547−2.6%ReducedHolders
Q2 2025647,024$63.3M0.6%+34,455+5.6%AddedHolders
Q1 2025612,569$53.8M0.6%+56,437+10.1%AddedHolders
Q4 2024556,132$50.3M0.6%+93,951+20.3%AddedHolders
Q3 2024462,181$37.3M0.6%+53,231+13.0%AddedHolders
Q2 2024408,950$27.7M0.5%+48,540+13.5%AddedHolders
Q1 2024360,410$21.7M0.5%+48,938+15.7%AddedConverted for a 3-for-1 splitHolders
Q4 2023103,824$16.4M0.5%−1,983−1.9%ReducedHolders
Q3 2023105,807$16.9M0.5%+36,531+52.7%AddedHolders
Q2 202369,276$10.9M0.3%−3,704−5.1%ReducedHolders
Q1 202372,980$10.8M0.3%−23,623−24.5%ReducedHolders
Q4 202296,603$13.7M0.4%+3,378+3.6%AddedHolders
Q3 202293,225$12.1M0.4%+42,719+84.6%AddedHolders
Q2 202250,506$6.14M0.2%−9,516−15.9%ReducedHolders
Q1 202260,022$8.95M0.3%+17,934+42.6%AddedHolders
Q4 202142,088$6.09M0.2%+5,025+13.6%AddedHolders
Q3 202137,063$5.17M0.2%+4,601+14.2%AddedHolders
Q2 202132,462$4.58M0.2%+3,844+13.4%AddedHolders
Q1 202128,618$3.89M0.2%––Holders

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