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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by Cypress Wealth Services, 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)
17,284
Value
$1.96M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,284$1.96M0.2%+540+3.2%AddedHolders
Q1 202616,744$2.08M0.3%−936−5.3%ReducedHolders
Q4 202517,680$1.97M0.3%+2,684+17.9%AddedHolders
Q3 202514,996$1.55M0.3%+390+2.7%AddedHolders
Q2 202514,606$1.43M0.3%+458+3.2%AddedHolders
Q1 202514,148$1.24M0.3%+31+0.2%AddedHolders
Q4 202414,117$1.28M0.3%+931+7.1%AddedHolders
Q3 202413,186$1.06M0.2%+7+0.1%AddedHolders
Q2 202413,179$892.4K0.2%+201+1.5%AddedHolders
Q1 202412,978$780.9K0.2%+1,968+17.9%AddedConverted for a 3-for-1 splitHolders
Q4 20233,670$578.6K0.1%−79−2.1%ReducedHolders
Q3 20233,749$599.6K0.2%00.0%UnchangedHolders
Q2 20233,749$580.5K0.2%+15+0.4%AddedHolders
Q1 20233,734$550.6K0.2%−7−0.2%ReducedHolders
Q4 20223,741$530.4K0.2%+45+1.2%AddedHolders
Q3 20223,696$475.0K0.2%+8+0.2%AddedHolders
Q2 20223,688$448.0K0.1%+388+11.8%AddedHolders
Q1 20223,300$491.0K0.1%−94−2.8%ReducedHolders
Q4 20213,394$491.0K0.1%+150+4.6%AddedHolders
Q3 20213,244$452.0K0.1%−1,352−29.4%ReducedHolders
Q2 20214,596$648.0K0.2%−723−13.6%ReducedHolders
Q1 20215,319$722.0K0.2%––Holders

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