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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

WMT holding history

Walmart Inc. in every 13F filed by TRUE Private Wealth Advisors, 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)
5,592
Value
$633.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WMT by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,592$633.3K0.1%+68+1.2%AddedHolders
Q1 20265,524$686.5K0.1%+606+12.3%AddedHolders
Q4 20254,918$547.9K0.1%−100−2.0%ReducedHolders
Q3 20255,018$517.2K0.1%−106−2.1%ReducedHolders
Q2 20255,124$501.0K0.1%+305+6.3%AddedHolders
Q1 20254,819$423.0K0.1%+20.0%AddedHolders
Q4 20244,817$435.3K0.1%+499+11.6%AddedHolders
Q3 20244,318$348.7K<0.1%−9,581−68.9%ReducedHolders
Q2 202413,899$941.1K0.1%+497+3.7%AddedHolders
Q1 202413,402$806.4K0.1%+1,234+10.1%AddedConverted for a 3-for-1 splitHolders
Q4 20234,056$639.4K0.1%+636+18.6%AddedHolders
Q3 20233,420$547.0K0.1%+654+23.6%AddedHolders
Q2 20232,766$434.8K0.1%+167+6.4%AddedHolders
Q1 20232,599$383.2K0.1%+20+0.8%AddedHolders
Q4 20222,579$365.6K0.1%−298−10.4%ReducedHolders
Q3 20222,877$373.0K0.1%+52+1.8%AddedHolders
Q2 20222,825$343.0K<0.1%00.0%UnchangedHolders
Q1 20222,825$436.0K0.1%−62−2.1%ReducedHolders
Q4 20212,887$417.0K0.1%−249−7.9%ReducedHolders
Q3 20213,136$437.0K0.1%−39−1.2%ReducedHolders
Q2 20213,175$447.0K0.1%−978−23.5%ReducedHolders
Q1 20214,153$566.0K0.1%––Holders

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