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Livermore
Livermore
ZHEN

Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

WMT holding history

Walmart Inc. in every 13F filed by Benchmark Financial Wealth Advisors, 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)
6,870
Value
$778.0K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of WMT by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,870$778.0K0.2%−1,607−19.0%ReducedHolders
Q1 20268,477$1.05M0.3%−128−1.5%ReducedHolders
Q4 20258,605$958.7K0.3%+28+0.3%AddedHolders
Q3 20258,577$884.0K0.3%+1,053+14.0%AddedHolders
Q2 20257,524$735.7K0.2%+274+3.8%AddedHolders
Q1 20257,250$636.5K0.2%−2,022−21.8%ReducedHolders
Q4 20249,272$837.7K0.3%−773−7.7%ReducedHolders
Q3 202410,045$811.2K0.3%+54+0.5%AddedHolders
Q2 20249,991$676.5K0.3%+1,847+22.7%AddedHolders
Q1 20248,144$490.0K0.2%+1,022+14.3%AddedConverted for a 3-for-1 splitHolders
Q4 20232,374$374.3K0.2%00.0%UnchangedHolders
Q3 20232,374$379.7K0.2%−30−1.2%ReducedHolders
Q2 20232,404$377.9K0.2%+87+3.8%AddedHolders
Q1 20232,317$341.7K0.2%+24+1.0%AddedHolders
Q4 20222,293$325.2K0.2%−218−8.7%ReducedHolders
Q3 20222,511$326.0K0.2%+208+9.0%AddedHolders
Q2 20222,303$280.0K0.1%+345+17.6%AddedHolders
Q1 20221,958$292.0K0.1%+456+30.4%AddedHolders
Q4 20211,502$217.0K0.1%+1,502NewHolders