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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

WMT holding history

Walmart Inc. in every 13F filed by Mascoma 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)
613
Value
$69.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WMT by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026613$69.4K<0.1%+11+1.8%AddedHolders
Q1 2026602$74.8K<0.1%+9+1.5%AddedHolders
Q4 2025593$66.1K<0.1%+48+8.8%AddedHolders
Q3 2025545$56.2K<0.1%00.0%UnchangedHolders
Q2 2025545$53.3K<0.1%00.0%UnchangedHolders
Q1 2025545$47.8K<0.1%−200−26.8%ReducedHolders
Q4 2024745$67.3K<0.1%+433+138.8%AddedHolders
Q3 2024312$25.2K<0.1%00.0%UnchangedHolders
Q2 2024312$21.1K<0.1%00.0%UnchangedHolders
Q1 2024312$18.8K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 2023104$16.4K<0.1%00.0%UnchangedHolders
Q3 2023104$16.6K<0.1%00.0%UnchangedHolders
Q2 2023104$16.7K<0.1%−426−80.4%ReducedHolders
Q1 2023530$80.0K<0.1%−74−12.3%ReducedHolders
Q4 2022604$85.6K<0.1%00.0%UnchangedHolders
Q3 2022604$78.0K<0.1%+1+0.2%AddedHolders
Q2 2022603$73.0K<0.1%−6−1.0%ReducedHolders
Q1 2022609$91.0K<0.1%00.0%UnchangedHolders
Q4 2021609$88.0K<0.1%+8+1.3%AddedHolders
Q3 2021601$84.0K<0.1%+601NewHolders
Q2 20210$00.0%−599−100.0%Sold outHolders
Q1 2021599$81.0K<0.1%––Holders

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