Skip to main content
Livermore
Livermore
ZHEN

Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

WMT holding history

Walmart Inc. in every 13F filed by Summit 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 (Q2 2026)
286,143
Value
$32.4M
% of portfolio
0.4%
Quarters held
21
Since Q2 2021
Holdings of WMT by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026286,143$32.4M0.4%+43,375+17.9%AddedHolders
Q1 2026242,768$30.2M0.4%−16,615−6.4%ReducedHolders
Q4 2025259,383$29.0M0.4%−10,511−3.9%ReducedHolders
Q3 2025269,894$27.8M0.4%+21,101+8.5%AddedHolders
Q2 2025248,793$24.3M0.5%+27,483+12.4%AddedHolders
Q1 2025221,310$19.4M0.5%+28,230+14.6%AddedHolders
Q4 2024193,080$17.5M0.6%+9,517+5.2%AddedHolders
Q3 2024183,563$14.8M0.6%+27,292+17.5%AddedHolders
Q2 2024156,271$10.6M0.5%+41,358+36.0%AddedHolders
Q1 2024114,913$6.94M0.4%+4,582+4.2%AddedConverted for a 3-for-1 splitHolders
Q4 202336,777$5.82M0.4%+17,555+91.3%AddedHolders
Q3 202319,222$3.07M0.2%+12,418+182.5%AddedHolders
Q2 20236,804$1.07M0.1%+4,295+171.2%AddedHolders
Q1 20232,509$371.3K<0.1%+79+3.3%AddedHolders
Q4 20222,430$344.6K<0.1%−931−27.7%ReducedHolders
Q3 20223,361$435.9K<0.1%+516+18.1%AddedHolders
Q2 20222,845$345.9K<0.1%+21+0.7%AddedHolders
Q1 20222,824$422.1K<0.1%−41−1.4%ReducedHolders
Q4 20212,865$416.1K<0.1%+218+8.2%AddedHolders
Q3 20212,647$368.9K<0.1%+317+13.6%AddedHolders
Q2 20212,330$328.6K<0.1%+2,330NewHolders