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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

WMT holding history

Walmart Inc. in every 13F filed by REDW Wealth 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)
6,618
Value
$749.6K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,618$749.6K0.3%+65+1.0%AddedHolders
Q1 20266,553$814.4K0.3%+41+0.6%AddedHolders
Q4 20256,512$725.5K0.3%−626−8.8%ReducedHolders
Q3 20257,138$735.6K0.3%−68−0.9%ReducedHolders
Q2 20257,206$704.6K0.3%+79+1.1%AddedHolders
Q1 20257,127$625.7K0.2%−177−2.4%ReducedHolders
Q4 20247,304$659.9K0.2%−4,164−36.3%ReducedHolders
Q3 202411,468$926.0K0.2%−3,138−21.5%ReducedHolders
Q2 202414,606$989.0K0.3%−220−1.5%ReducedHolders
Q1 202414,826$892.1K0.2%−1,413−8.7%ReducedConverted for a 3-for-1 splitHolders
Q4 20235,413$853.4K0.2%−69−1.3%ReducedHolders
Q3 20235,482$876.7K0.3%00.0%UnchangedHolders
Q2 20235,482$861.7K0.3%−2,106−27.8%ReducedHolders
Q1 20237,588$1.12M0.4%+742+10.8%AddedHolders
Q4 20226,846$970.7K0.3%−1,166−14.6%ReducedHolders
Q3 20228,012$1.04M0.4%+2,280+39.8%AddedHolders
Q2 20225,732$697.0K0.3%+519+10.0%AddedHolders
Q1 20225,213$776.0K0.2%−700−11.8%ReducedHolders
Q4 20215,913$856.0K0.2%−352−5.6%ReducedHolders
Q3 20216,265$873.0K0.3%−201−3.1%ReducedHolders
Q2 20216,466$912.0K0.3%−212−3.2%ReducedHolders
Q1 20216,678$907.0K0.3%––Holders

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