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Livermore
Livermore
ZHEN

Ullmann Financial Group, Inc.

SEC CIK
0001697725
Latest filing
Aug 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by Ullmann Financial Group, Inc., 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)
15,902
Value
$1.80M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Ullmann Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,902$1.80M0.2%+193+1.2%AddedHolders
Q1 202615,709$1.95M0.2%+414+2.7%AddedHolders
Q4 202515,295$1.55M0.2%00.0%UnchangedHolders
Q3 202515,295$1.58M0.2%+135+0.9%AddedHolders
Q2 202515,160$1.48M0.2%−105−0.7%ReducedHolders
Q1 202515,265$1.34M0.2%+424+2.9%AddedHolders
Q4 202414,841$1.34M0.2%+1,805+13.8%AddedHolders
Q3 202413,036$1.05M0.1%+147+1.1%AddedHolders
Q2 202412,889$872.7K0.1%+552+4.5%AddedHolders
Q1 202412,337$742.3K0.1%+598+5.1%AddedConverted for a 3-for-1 splitHolders
Q4 20233,913$616.9K0.1%+185+5.0%AddedHolders
Q3 20233,728$596.2K0.1%+107+3.0%AddedHolders
Q2 20233,621$569.1K0.1%+72+2.0%AddedHolders
Q1 20233,549$523.3K0.1%+136+4.0%AddedHolders
Q4 20223,413$483.9K0.1%+242+7.6%AddedHolders
Q3 20223,171$411.0K0.1%+63+2.0%AddedHolders
Q2 20223,108$378.0K0.1%+25+0.8%AddedHolders
Q1 20223,083$459.0K0.1%+800+35.0%AddedHolders
Q4 20212,283$330.0K0.1%00.0%UnchangedHolders
Q3 20212,283$318.0K0.1%−10.0%ReducedHolders
Q2 20212,284$322.0K0.1%+26+1.2%AddedHolders
Q1 20212,258$307.0K0.1%––Holders

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