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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

WMT holding history

Walmart Inc. in every 13F filed by AE 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)
1,033,858
Value
$117.1M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of WMT by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,033,858$117.1M0.5%+129,051+14.3%AddedHolders
Q1 2026904,807$112.4M0.6%+33,230+3.8%AddedHolders
Q4 2025871,577$97.1M0.6%+315,046+56.6%AddedHolders
Q3 2025556,531$57.4M0.4%+82,909+17.5%AddedHolders
Q2 2025473,622$46.3M0.3%+254,049+115.7%AddedHolders
Q1 2025219,573$19.3M0.2%+30,412+16.1%AddedHolders
Q4 2024189,161$17.1M0.1%−8,842−4.5%ReducedHolders
Q3 2024198,003$16.0M0.1%−13,254−6.3%ReducedHolders
Q2 2024211,257$14.3M0.1%+56,658+36.6%AddedHolders
Q1 2024154,599$9.30M0.1%−713,100−82.2%ReducedConverted for a 3-for-1 splitHolders
Q4 2023289,233$47.5M0.2%−11,550−3.8%ReducedHolders
Q3 2023300,783$48.1M0.3%−2,875−0.9%ReducedHolders
Q2 2023303,658$47.7M0.3%+11,202+3.8%AddedHolders
Q1 2023292,456$43.1M0.3%+14,532+5.2%AddedHolders
Q4 2022277,924$39.4M0.3%+25,329+10.0%AddedHolders
Q3 2022252,595$32.8M0.3%+8,574+3.5%AddedHolders
Q2 2022244,021$29.7M0.2%+18,421+8.2%AddedHolders
Q1 2022225,600$33.6M0.2%+10,917+5.1%AddedHolders
Q4 2021214,683$31.1M0.2%+14,954+7.5%AddedHolders
Q3 2021199,729$27.8M0.2%+13,939+7.5%AddedHolders
Q2 2021185,790$26.2M0.2%+18,538+11.1%AddedHolders
Q1 2021167,252$22.7M0.2%––Holders

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