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Livermore
Livermore
ZHEN

Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

WMT holding history

Walmart Inc. in every 13F filed by Towerpoint Wealth, 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)
19,769
Value
$2.24M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of WMT by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,769$2.24M0.8%+914+4.8%AddedHolders
Q1 202618,855$2.34M0.9%+75+0.4%AddedHolders
Q4 202518,780$2.09M0.8%+70.0%AddedHolders
Q3 202518,773$1.93M0.8%−112−0.6%ReducedHolders
Q2 202518,885$1.85M0.8%+298+1.6%AddedHolders
Q1 202518,587$1.63M0.8%−541−2.8%ReducedHolders
Q4 202419,128$1.73M0.8%00.0%UnchangedHolders
Q3 202419,128$1.54M0.7%+80.0%AddedHolders
Q2 202419,120$1.29M0.6%−644−3.3%ReducedHolders
Q1 202419,764$1.19M0.6%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20236,584$1.04M0.6%00.0%UnchangedHolders
Q3 20236,584$1.05M0.6%−196−2.9%ReducedHolders
Q2 20236,780$1.07M0.6%+88+1.3%AddedHolders
Q1 20236,692$986.8K0.6%+189+2.9%AddedHolders
Q4 20226,503$922.1K0.5%−315−4.6%ReducedHolders
Q3 20226,818$884.0K0.5%+4+0.1%AddedHolders
Q2 20226,814$828.0K0.5%−116−1.7%ReducedHolders
Q1 20226,930$1.03M0.5%+24+0.3%AddedHolders
Q4 20216,906$999.0K0.5%00.0%UnchangedHolders
Q3 20216,906$963.0K0.5%+292+4.4%AddedHolders
Q2 20216,614$933.0K0.5%+35+0.5%AddedHolders
Q1 20216,579$894.0K0.4%––Holders

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