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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

WMT holding history

Walmart Inc. in every 13F filed by Personal Cfo Solutions, 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)
15,806
Value
$1.79M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,806$1.79M0.3%−45−0.3%ReducedHolders
Q1 202615,851$1.97M0.3%−3,106−16.4%ReducedHolders
Q4 202518,957$2.11M0.3%+1,404+8.0%AddedHolders
Q3 202517,553$1.81M0.3%−823−4.5%ReducedHolders
Q2 202518,376$1.80M0.3%−369−2.0%ReducedHolders
Q1 202518,745$1.65M0.3%+1,910+11.3%AddedHolders
Q4 202416,835$1.52M0.3%−370−2.2%ReducedHolders
Q3 202417,205$1.39M0.2%+281+1.7%AddedHolders
Q2 202416,924$1.15M0.2%−36−0.2%ReducedHolders
Q1 202416,960$1.02M0.2%−2,513−12.9%ReducedConverted for a 3-for-1 splitHolders
Q4 20236,491$1.02M0.2%+545+9.2%AddedHolders
Q3 20235,946$951.1K0.2%+303+5.4%AddedHolders
Q2 20235,643$887.0K0.2%+200+3.7%AddedHolders
Q1 20235,443$802.6K0.2%+166+3.1%AddedHolders
Q4 20225,277$748.3K0.2%+429+8.8%AddedHolders
Q3 20224,848$629.0K0.2%+261+5.7%AddedHolders
Q2 20224,587$558.0K0.1%+155+3.5%AddedHolders
Q1 20224,432$660.0K0.1%+58+1.3%AddedHolders
Q4 20214,374$633.0K0.1%+141+3.3%AddedHolders
Q3 20214,233$590.0K0.1%+97+2.3%AddedHolders
Q2 20214,136$583.0K0.1%+694+20.2%AddedHolders
Q1 20213,442$468.0K0.1%––Holders

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