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Livermore
Livermore
ZHEN

Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

WMT holding history

Walmart Inc. in every 13F filed by Northwest Wealth Management, 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)
23,813
Value
$2.70M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of WMT by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,813$2.70M0.4%−731−3.0%ReducedHolders
Q1 202624,544$3.05M0.5%+43+0.2%AddedHolders
Q4 202524,501$2.73M0.4%+2,555+11.6%AddedHolders
Q3 202521,946$2.26M0.4%+888+4.2%AddedHolders
Q2 202521,058$2.06M0.4%+26+0.1%AddedHolders
Q1 202521,032$1.85M0.4%−2,666−11.2%ReducedHolders
Q4 202423,698$2.14M0.5%+777+3.4%AddedHolders
Q3 202422,921$1.85M0.4%−3,147−12.1%ReducedHolders
Q2 202426,068$1.77M0.5%−59−0.2%ReducedHolders
Q1 202426,127$1.57M0.4%+729+2.9%AddedConverted for a 3-for-1 splitHolders
Q4 20238,466$1.33M0.4%+1,100+14.9%AddedHolders
Q3 20237,366$1.18M0.4%+91+1.3%AddedHolders
Q2 20237,275$1.14M0.4%−23−0.3%ReducedHolders
Q1 20237,298$1.08M0.4%+1,156+18.8%AddedHolders
Q4 20226,142$870.9K0.4%+626+11.3%AddedHolders
Q3 20225,516$715.0K0.3%+3,057+124.3%AddedHolders
Q2 20222,459$299.0K0.1%+387+18.7%AddedHolders
Q1 20222,072$309.0K0.2%−354−14.6%ReducedHolders
Q4 20212,426$351.0K0.2%−18−0.7%ReducedHolders
Q3 20212,444$341.0K0.2%+189+8.4%AddedHolders
Q2 20212,255$318.0K0.2%+3+0.1%AddedHolders
Q1 20212,252$306.0K0.2%––Holders

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