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Livermore
Livermore
ZHEN

Brandywine Oak Private Wealth LLC

SEC CIK
0001764694
Latest filing
Jul 16, 2026

WMT holding history

Walmart Inc. in every 13F filed by Brandywine Oak Private Wealth 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)
14,143
Value
$1.60M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WMT by Brandywine Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,143$1.60M0.1%−252−1.8%ReducedHolders
Q1 202614,395$1.79M0.2%+183+1.3%AddedHolders
Q4 202514,212$1.58M0.1%00.0%UnchangedHolders
Q3 202514,212$1.46M0.1%−56−0.4%ReducedHolders
Q2 202514,268$1.40M0.1%+946+7.1%AddedHolders
Q1 202513,322$1.17M0.1%−1,058−7.4%ReducedHolders
Q4 202414,380$1.30M0.1%+16+0.1%AddedHolders
Q3 202414,364$1.16M0.1%+117+0.8%AddedHolders
Q2 202414,247$964.7K0.1%−822−5.5%ReducedHolders
Q1 202415,069$906.7K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20235,025$792.2K0.1%−50−1.0%ReducedHolders
Q3 20235,075$811.6K0.1%−10.0%ReducedHolders
Q2 20235,076$797.8K0.1%−35−0.7%ReducedHolders
Q1 20235,111$753.6K0.1%−140−2.7%ReducedHolders
Q4 20225,251$744.5K0.1%−226−4.1%ReducedHolders
Q3 20225,477$710.0K0.1%−374−6.4%ReducedHolders
Q2 20225,851$711.0K0.1%00.0%UnchangedHolders
Q1 20225,851$871.0K0.1%+41+0.7%AddedHolders
Q4 20215,810$840.0K0.1%−356−5.8%ReducedHolders
Q3 20216,166$859.0K0.1%+517+9.2%AddedHolders
Q2 20215,649$796.0K0.1%+1,625+40.4%AddedHolders
Q1 20214,024$546.0K0.1%––Holders

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