LifePlan Financial, LLC
- SEC CIK
- 0001739485
- Latest filing
- Jul 21, 2026
WMT holding history
Walmart Inc. in every 13F filed by LifePlan Financial, 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 (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −11,655−100.0% | Sold out | Holders |
| Q4 2025 | 11,655 | $1.30M | 1.0% | −44−0.4% | Reduced | Holders |
| Q3 2025 | 11,699 | $1.21M | 1.0% | −95−0.8% | Reduced | Holders |
| Q2 2025 | 11,794 | $1.15M | 1.0% | 00.0% | Unchanged | Holders |
| Q1 2025 | 11,794 | $1.04M | 0.9% | −155−1.3% | Reduced | Holders |
| Q4 2024 | 11,949 | $1.08M | 1.0% | +5,881+96.9% | Added | Holders |
| Q3 2024 | 6,068 | $490.0K | 0.4% | +402+7.1% | Added | Holders |
| Q2 2024 | 5,666 | $383.6K | 0.4% | −85−1.5% | Reduced | Holders |
| Q1 2024 | 5,751 | $346.0K | 0.3% | 00.0% | UnchangedConverted for a 3-for-1 split | Holders |
| Q4 2023 | 1,917 | $302.2K | 0.3% | – | No prior filing | Holders |