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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

WMT holding history

Walmart Inc. in every 13F filed by Keystone Financial Group, 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)
36,764
Value
$4.16M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of WMT by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,764$4.16M0.2%−341−0.9%ReducedHolders
Q1 202637,105$4.63M0.3%−99−0.3%ReducedHolders
Q4 202537,204$4.14M0.3%−2,635−6.6%ReducedHolders
Q3 202539,839$4.11M0.3%+10,247+34.6%AddedHolders
Q2 202529,592$2.89M0.3%+5,077+20.7%AddedHolders
Q1 202524,515$2.15M0.2%+2,892+13.4%AddedHolders
Q4 202421,623$1.95M0.2%+1,285+6.3%AddedHolders
Q3 202420,338$1.64M0.2%+476+2.4%AddedHolders
Q2 202419,862$1.34M0.5%+601+3.1%AddedHolders
Q1 202419,261$1.16M0.2%−2,570−11.8%ReducedConverted for a 3-for-1 splitHolders
Q4 20237,277$1.15M0.2%−508−6.5%ReducedHolders
Q3 20237,785$1.25M0.2%+46+0.6%AddedHolders
Q2 20237,739$1.22M0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20227,730$1.10M0.2%−325−4.0%ReducedHolders
Q3 20228,055$1.04M0.2%+47+0.6%AddedHolders
Q2 20228,008$974.0K0.2%−1,156−12.6%ReducedHolders
Q1 20229,164$1.36M0.2%+649+7.6%AddedHolders
Q4 20218,515$1.23M0.2%00.0%UnchangedHolders
Q3 20218,515$1.19M0.2%+177+2.1%AddedHolders
Q2 20218,338$1.18M0.2%+109+1.3%AddedHolders
Q1 20218,229$1.12M0.2%––Holders

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