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Livermore
Livermore
ZHEN

Signature Wealth Management Group

SEC CIK
0001736666
Latest filing
Apr 1, 2026

WMT holding history

Walmart Inc. in every 13F filed by Signature Wealth Management 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 Q1 2026 holdings

Shares (Q1 2026)
7,480
Value
$929.6K
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of WMT by Signature Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20267,480$929.6K0.4%00.0%UnchangedHolders
Q4 20257,480$833.3K0.3%−512−6.4%ReducedHolders
Q3 20257,992$823.7K0.3%−1,703−17.6%ReducedHolders
Q2 20259,695$948.0K0.4%+86+0.9%AddedHolders
Q1 20259,609$843.6K0.3%−196−2.0%ReducedHolders
Q4 20249,805$885.9K0.4%−336−3.3%ReducedHolders
Q3 202410,141$818.9K0.3%−369−3.5%ReducedHolders
Q2 202410,510$711.6K0.3%+299+2.9%AddedHolders
Q1 202410,211$607.9K0.3%−85−0.8%ReducedConverted for a 3-for-1 splitHolders
Q4 20233,432$541.1K0.3%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20233,436$540.1K0.3%+65+1.9%AddedHolders
Q1 20233,371$497.1K0.2%−186−5.2%ReducedHolders
Q4 20223,557$504.3K0.2%−13−0.4%ReducedHolders
Q3 20223,570$463.0K0.2%+22+0.6%AddedHolders
Q2 20223,548$431.0K0.2%00.0%UnchangedHolders
Q1 20223,548$528.0K0.2%+7+0.2%AddedHolders
Q4 20213,541$512.0K0.3%+727+25.8%AddedHolders
Q3 20212,814$392.0K0.2%00.0%UnchangedHolders
Q2 20212,814$397.0K0.2%00.0%UnchangedHolders
Q1 20212,814$382.0K0.2%––Holders

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