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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

WMT holding history

Walmart Inc. in every 13F filed by Principle Wealth Partners 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)
35,329
Value
$4.00M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,329$4.00M0.2%+382+1.1%AddedHolders
Q1 202634,947$4.34M0.2%−238−0.7%ReducedHolders
Q4 202535,185$3.92M0.2%+15,934+82.8%AddedHolders
Q3 202519,251$1.98M0.1%−1,307−6.4%ReducedHolders
Q2 202520,558$2.01M0.1%+2,418+13.3%AddedHolders
Q1 202518,140$1.59M0.1%00.0%UnchangedHolders
Q4 202418,140$1.64M0.1%−203−1.1%ReducedHolders
Q3 202418,343$1.48M0.1%−602−3.2%ReducedHolders
Q2 202418,945$1.28M0.1%+258+1.4%AddedHolders
Q1 202418,687$1.12M0.1%+132+0.7%AddedConverted for a 3-for-1 splitHolders
Q4 20236,185$975.1K0.1%00.0%UnchangedHolders
Q3 20236,185$989.2K0.1%+53+0.9%AddedHolders
Q2 20236,132$963.8K0.1%+520+9.3%AddedHolders
Q1 20235,612$827.5K0.1%00.0%UnchangedHolders
Q4 20225,612$795.7K0.1%+8+0.1%AddedHolders
Q3 20225,604$727.0K0.1%−708−11.2%ReducedHolders
Q2 20226,312$767.0K0.1%−671−9.6%ReducedHolders
Q1 20226,983$1.04M0.1%−280−3.9%ReducedHolders
Q4 20217,263$1.05M0.1%−112−1.5%ReducedHolders
Q3 20217,375$1.03M0.1%−39−0.5%ReducedHolders
Q2 20217,414$1.04M0.1%+373+5.3%AddedHolders
Q1 20217,041$956.0K0.1%––Holders

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