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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

WMT holding history

Walmart Inc. in every 13F filed by Aries Wealth Management, 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)
54,344
Value
$6.16M
% of portfolio
1.2%
Quarters held
21
Since Q1 2021
Holdings of WMT by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,344$6.16M1.2%−150.0%ReducedHolders
Q1 202654,359$6.76M1.5%−121−0.2%ReducedHolders
Q4 202554,480$6.07M1.3%+789+1.5%AddedHolders
Q3 202553,691$5.53M1.3%+70+0.1%AddedHolders
Q2 202553,621$5.24M1.4%−1,834−3.3%ReducedHolders
Q1 202555,455$4.87M1.3%−312−0.6%ReducedHolders
Q4 202455,767$5.04M1.4%−737−1.3%ReducedHolders
Q3 202456,504$4.56M1.3%−3,338−5.6%ReducedHolders
Q2 202459,842$4.05M1.3%−130.0%ReducedHolders
Q1 202459,855$3.60M1.2%−961−1.6%ReducedConverted for a 3-for-1 splitHolders
Q4 202320,272$3.20M1.1%−453−2.2%ReducedHolders
Q3 202320,725$3.34M1.3%+560+2.8%AddedHolders
Q2 202320,165$3.17M1.2%+21+0.1%AddedHolders
Q1 202320,144$2.97M1.2%−133−0.7%ReducedHolders
Q4 202220,277$2.88M1.2%+345+1.7%AddedHolders
Q3 202219,932$2.84M1.3%+195+1.0%AddedHolders
Q2 202219,737$2.40M1.1%+19,737NewHolders
Q1 20220$00.0%−19,536−100.0%Sold outHolders
Q4 202119,536$2.83M1.1%+925+5.0%AddedHolders
Q3 202118,611$2.59M1.1%+868+4.9%AddedHolders
Q2 202117,743$2.50M1.1%+204+1.2%AddedHolders
Q1 202117,539$2.44M1.1%––Holders

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