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Livermore
Livermore
ZHEN

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

WMT holding history

Walmart Inc. in every 13F filed by Wagner Wealth Management, 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)
7,524
Value
$852.1K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,524$852.1K0.2%+406+5.7%AddedHolders
Q1 20267,118$884.7K0.2%+33+0.5%AddedHolders
Q4 20257,085$789.4K0.2%+461+7.0%AddedHolders
Q3 20256,624$682.7K0.2%+20.0%AddedHolders
Q2 20256,622$647.5K0.1%+2,418+57.5%AddedHolders
Q1 20254,204$369.1K0.1%+9+0.2%AddedHolders
Q4 20244,195$379.0K0.1%00.0%UnchangedHolders
Q3 20244,195$338.8K0.1%−421−9.1%ReducedHolders
Q2 20244,616$312.6K0.1%+203+4.6%AddedHolders
Q1 20244,413$265.5K0.1%+225+5.4%AddedConverted for a 3-for-1 splitHolders
Q4 20231,396$220.0K0.1%00.0%UnchangedHolders
Q3 20231,396$223.2K0.1%+2+0.1%AddedHolders
Q2 20231,394$219.2K0.1%−63−4.3%ReducedHolders
Q1 20231,457$214.8K0.1%−134−8.4%ReducedHolders
Q4 20221,591$225.7K0.1%−150−8.6%ReducedHolders
Q3 20221,741$226.0K0.2%−313−15.2%ReducedHolders
Q2 20222,054$250.0K0.2%+453+28.3%AddedHolders
Q1 20221,601$238.0K0.2%+90+6.0%AddedHolders
Q4 20211,511$219.0K0.2%−126−7.7%ReducedHolders
Q3 20211,637$245.0K0.2%+101+6.6%AddedHolders
Q2 20211,536$217.0K0.2%+25+1.7%AddedHolders
Q1 20211,511$205.0K0.2%––Holders

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