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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

WMT holding history

Walmart Inc. in every 13F filed by Bogart 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)
71,528
Value
$8.10M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,528$8.10M0.3%+2,227+3.2%AddedHolders
Q1 202669,301$8.61M0.3%−28,775−29.3%ReducedHolders
Q4 202598,076$10.9M0.4%+357+0.4%AddedHolders
Q3 202597,719$10.1M0.4%+1,528+1.6%AddedHolders
Q2 202596,191$9.41M0.4%+767+0.8%AddedHolders
Q1 202595,424$8.38M0.4%−15,466−13.9%ReducedHolders
Q4 2024110,890$10.0M0.5%−1,930−1.7%ReducedHolders
Q3 2024112,820$9.11M0.4%−15,716−12.2%ReducedHolders
Q2 2024128,536$8.70M0.4%−18,556−12.6%ReducedHolders
Q1 2024147,092$8.85M0.5%+6,821+4.9%AddedConverted for a 3-for-1 splitHolders
Q4 202346,757$7.37M0.4%+1,837+4.1%AddedHolders
Q3 202344,920$7.18M0.4%+10,313+29.8%AddedHolders
Q2 202334,607$5.44M0.3%+1,261+3.8%AddedHolders
Q1 202333,346$4.92M0.3%+12,373+59.0%AddedHolders
Q4 202220,973$2.97M0.2%+19,584+1,409.9%AddedHolders
Q3 20221,389$180.0K<0.1%+54+4.0%AddedHolders
Q2 20221,335$162.0K<0.1%+192+16.8%AddedHolders
Q1 20221,143$170.0K<0.1%−106−8.5%ReducedHolders
Q4 20211,249$181.0K<0.1%−7−0.6%ReducedHolders
Q3 20211,256$175.0K<0.1%−46−3.5%ReducedHolders
Q2 20211,302$184.0K<0.1%+39+3.1%AddedHolders
Q1 20211,263$172.0K<0.1%––Holders

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