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Livermore
Livermore
ZHEN

Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

WMT holding history

Walmart Inc. in every 13F filed by Schneider Downs Wealth Management Advisors, LP, 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)
9,902
Value
$1.12M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WMT by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,902$1.12M0.1%−104−1.0%ReducedHolders
Q1 202610,006$1.24M0.1%−6−0.1%ReducedHolders
Q4 202510,012$1.12M0.1%+2,488+33.1%AddedHolders
Q3 20257,524$775.4K0.1%+6+0.1%AddedHolders
Q2 20257,518$735.1K0.1%−231−3.0%ReducedHolders
Q1 20257,749$680.3K0.1%+12+0.2%AddedHolders
Q4 20247,737$699.0K0.1%−396−4.9%ReducedHolders
Q3 20248,133$656.7K0.1%−196−2.4%ReducedHolders
Q2 20248,329$563.9K0.1%+40+0.5%AddedHolders
Q1 20248,289$498.7K0.1%+3,156+61.5%AddedConverted for a 3-for-1 splitHolders
Q4 20231,711$269.7K0.1%00.0%UnchangedHolders
Q3 20231,711$273.6K0.1%−29−1.7%ReducedHolders
Q2 20231,740$273.5K0.1%00.0%UnchangedHolders
Q1 20231,740$256.6K0.1%00.0%UnchangedHolders
Q4 20221,740$246.7K0.1%−2,574−59.7%ReducedHolders
Q3 20224,314$560.0K0.2%−275−6.0%ReducedHolders
Q2 20224,589$558.0K0.2%+1,481+47.7%AddedHolders
Q1 20223,108$463.0K0.1%−375−10.8%ReducedHolders
Q4 20213,483$504.0K0.1%−30−0.9%ReducedHolders
Q3 20213,513$490.0K0.1%+461+15.1%AddedHolders
Q2 20213,052$430.0K0.1%+45+1.5%AddedHolders
Q1 20213,007$408.0K0.1%––Holders

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