Skip to main content

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

WMT holding history

Walmart Inc. in every 13F filed by One Wealth Advisors, 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)
5,208
Value
$589.8K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of WMT by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,208$589.8K0.1%+244+4.9%AddedHolders
Q1 20264,964$616.9K0.1%00.0%UnchangedHolders
Q4 20254,964$553.0K0.1%+10.0%AddedHolders
Q3 20254,963$511.5K0.1%+28+0.6%AddedHolders
Q2 20254,935$482.5K0.1%−26−0.5%ReducedHolders
Q1 20254,961$436.7K0.1%00.0%UnchangedHolders
Q4 20244,961$448.2K0.1%−3,196−39.2%ReducedHolders
Q3 20248,157$658.7K0.1%−1,342−14.1%ReducedHolders
Q2 20249,499$645.4K0.1%+2,390+33.6%AddedHolders
Q1 20247,109$429.2K0.1%+1,991+38.9%AddedConverted for a 3-for-1 splitHolders
Q4 20231,706$270.0K0.1%+13+0.8%AddedHolders
Q3 20231,693$270.8K0.1%−38−2.2%ReducedHolders
Q2 20231,731$272.1K0.1%+28+1.6%AddedHolders
Q1 20231,703$251.1K0.1%+858+101.5%AddedHolders
Q4 2022845$119.8K<0.1%+845NewHolders