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Livermore
Livermore
ZHEN

Nova R Wealth, Inc.

SEC CIK
0001729457
Latest filing
Jul 17, 2026

WMT holding history

Walmart Inc. in every 13F filed by Nova R Wealth, Inc., 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)
20,721
Value
$2.35M
% of portfolio
0.7%
Quarters held
19
Since Q4 2021
Holdings of WMT by Nova R Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,721$2.35M0.7%+80+0.4%AddedHolders
Q1 202620,641$2.57M0.8%+127+0.6%AddedHolders
Q4 202520,514$2.29M0.8%+16,360+393.8%AddedHolders
Q3 20254,154$428.1K0.2%−17,786−81.1%ReducedHolders
Q2 202521,940$2.15M1.0%+76+0.3%AddedHolders
Q1 202521,864$1.92M1.0%+288+1.3%AddedHolders
Q4 202421,576$1.95M1.0%+40.0%AddedHolders
Q3 202421,572$1.74M0.9%+5,992+38.5%AddedHolders
Q2 202415,580$1.05M0.5%+10+0.1%AddedHolders
Q1 202415,570$936.8K0.5%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20235,188$817.9K0.5%+100+2.0%AddedHolders
Q3 20235,088$813.7K0.6%00.0%UnchangedHolders
Q2 20235,088$799.7K0.5%00.0%UnchangedHolders
Q1 20235,088$750.2K0.5%−150−2.9%ReducedHolders
Q4 20225,238$742.7K0.5%00.0%UnchangedHolders
Q3 20225,238$679.0K0.6%00.0%UnchangedHolders
Q2 20225,238$637.0K0.5%−199−3.7%ReducedHolders
Q1 20225,437$810.0K0.7%00.0%UnchangedHolders
Q4 20215,437$787.0K0.6%–No prior filingHolders