Belpointe Asset Management LLC

SEC CIK: 0001721242
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Belpointe Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 65,693
Value: $7.44M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Belpointe Asset Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	65,693	$7.44M	0.2%	+11,878+22.1%	Added	Holders
Q1 2026	53,815	$6.69M	0.2%	−2,722−4.8%	Reduced	Holders
Q4 2025	56,537	$6.30M	0.2%	−683−1.2%	Reduced	Holders
Q3 2025	57,220	$5.90M	0.2%	+3,209+5.9%	Added	Holders
Q2 2025	54,011	$5.28M	0.2%	+9,498+21.3%	Added	Holders
Q1 2025	44,513	$3.91M	0.2%	+1,031+2.4%	Added	Holders
Q4 2024	43,482	$3.36M	0.2%	+4,190+10.7%	Added	Holders
Q3 2024	39,292	$3.17M	0.2%	+7,444+23.4%	Added	Holders
Q2 2024	31,848	$2.16M	0.2%	−3,476−9.8%	Reduced	Holders
Q1 2024	35,324	$2.13M	0.2%	+3,797+12.0%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	10,509	$1.66M	0.1%	−2,010−16.1%	Reduced	Holders
Q3 2023	12,519	$2.00M	0.2%	+1,811+16.9%	Added	Holders
Q2 2023	10,708	$1.68M	0.2%	−9,014−45.7%	Reduced	Holders
Q1 2023	19,722	$2.91M	0.2%	−4,304−17.9%	Reduced	Holders
Q4 2022	24,026	$3.41M	0.2%	+34+0.1%	Added	Holders
Q3 2022	23,992	$3.11M	0.2%	−9,334−28.0%	Reduced	Holders
Q2 2022	33,326	$2.84M	0.2%	−1,425−4.1%	Reduced	Holders
Q1 2022	34,751	$5.17M	0.3%	−2,015−5.5%	Reduced	Holders
Q4 2021	36,766	$5.12M	0.3%	−1,394−3.7%	Reduced	Holders
Q3 2021	38,160	$5.19M	0.4%	+5,179+15.7%	Added	Holders
Q2 2021	32,981	$4.52M	0.3%	−3,283−9.1%	Reduced	Holders
Q1 2021	36,264	$4.19M	0.4%	–	–	Holders

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