Kovack Advisors, Inc.

SEC CIK: 0001728321
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Kovack Advisors, Inc., 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): 83,774
Value: $9.30M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Kovack Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	83,774	$9.30M	0.4%	+1,711+2.1%	Added	Holders
Q1 2026	82,063	$10.2M	0.5%	+2,346+2.9%	Added	Holders
Q4 2025	79,717	$8.88M	0.4%	+43,373+119.3%	Added	Holders
Q3 2025	36,344	$3.75M	0.4%	−1,757−4.6%	Reduced	Holders
Q2 2025	38,101	$3.73M	0.4%	−4,410−10.4%	Reduced	Holders
Q1 2025	42,511	$3.73M	0.4%	−295−0.7%	Reduced	Holders
Q4 2024	42,806	$3.87M	0.4%	+7,445+21.1%	Added	Holders
Q3 2024	35,361	$2.86M	0.3%	−4,077−10.3%	Reduced	Holders
Q2 2024	39,438	$2.67M	0.3%	+2,021+5.4%	Added	Holders
Q1 2024	37,417	$2.25M	0.3%	−446−1.2%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	12,621	$1.99M	0.2%	−756−5.7%	Reduced	Holders
Q3 2023	13,377	$2.14M	0.3%	−1,441−9.7%	Reduced	Holders
Q2 2023	14,818	$2.33M	0.3%	+137+0.9%	Added	Holders
Q1 2023	14,681	$2.16M	0.3%	−350−2.3%	Reduced	Holders
Q4 2022	15,031	$2.13M	0.3%	−6,064−28.7%	Reduced	Holders
Q3 2022	21,095	$2.74M	0.4%	−531−2.5%	Reduced	Holders
Q2 2022	21,626	$2.63M	0.3%	+1,943+9.9%	Added	Holders
Q1 2022	19,683	$2.93M	0.3%	−3,751−16.0%	Reduced	Holders
Q4 2021	23,434	$3.39M	0.3%	−1,353−5.5%	Reduced	Holders
Q3 2021	24,787	$3.45M	0.4%	−256−1.0%	Reduced	Holders
Q2 2021	25,043	$3.53M	0.4%	−642−2.5%	Reduced	Holders
Q1 2021	25,685	$3.49M	0.5%	–	–	Holders

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