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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

WMT holding history

Walmart Inc. in every 13F filed by Selective Wealth Management, Inc., 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)
5,487
Value
$626.9K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of WMT by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,487$626.9K0.2%−515−8.6%ReducedHolders
Q1 20266,002$768.4K0.2%−488−7.5%ReducedHolders
Q4 20256,490$773.6K0.2%−3,574−35.5%ReducedHolders
Q3 202510,064$1.04M0.3%+299+3.1%AddedHolders
Q2 20259,765$945.3K0.3%−240−2.4%ReducedHolders
Q1 202510,005$928.4K0.4%−272−2.6%ReducedHolders
Q4 202410,277$933.0K0.4%+713+7.5%AddedHolders
Q3 20249,564$762.4K0.3%−182−1.9%ReducedHolders
Q2 20249,746$681.3K0.3%−275−2.7%ReducedHolders
Q1 202410,021$607.5K0.3%+205+2.1%AddedConverted for a 3-for-1 splitHolders
Q4 20233,272$516.2K0.3%−49−1.5%ReducedHolders
Q3 20233,321$534.6K0.3%−85−2.5%ReducedHolders
Q2 20233,406$527.6K0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223,235$454.7K0.2%−765−19.1%ReducedHolders
Q3 20224,000$519.0K0.2%−100−2.4%ReducedHolders
Q2 20224,100$498.0K0.2%00.0%UnchangedHolders
Q1 20224,100$611.0K0.2%+2,438+146.7%AddedHolders
Q4 20211,662$240.0K0.1%00.0%UnchangedHolders
Q3 20211,662$232.0K0.1%+575+52.9%AddedHolders
Q2 20211,087$153.0K0.1%+487+81.2%AddedHolders
Q1 2021600$81.0K0.1%––Holders

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