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Livermore
Livermore
ZHEN

Howard Financial Services, Ltd.

SEC CIK
0001768130
Latest filing
Jul 7, 2026

WMT holding history

Walmart Inc. in every 13F filed by Howard Financial Services, Ltd., 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)
14,487
Value
$1.64M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by Howard Financial Services, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,487$1.64M0.2%+671+4.9%AddedHolders
Q1 202613,816$1.72M0.2%+2,691+24.2%AddedHolders
Q4 202511,125$1.24M0.1%+1,081+10.8%AddedHolders
Q3 202510,044$1.04M0.1%+293+3.0%AddedHolders
Q2 20259,751$953.5K0.1%−1,512−13.4%ReducedHolders
Q1 202511,263$988.8K0.1%+368+3.4%AddedHolders
Q4 202410,895$984.3K0.1%+2,288+26.6%AddedHolders
Q3 20248,607$695.0K0.1%+317+3.8%AddedHolders
Q2 20248,290$561.3K0.1%+132+1.6%AddedHolders
Q1 20248,158$490.9K0.1%−89−1.1%ReducedConverted for a 3-for-1 splitHolders
Q4 20232,749$433.4K0.1%+205+8.1%AddedHolders
Q3 20232,544$406.9K0.1%−193−7.1%ReducedHolders
Q2 20232,737$430.2K0.1%+27+1.0%AddedHolders
Q1 20232,710$399.6K0.1%+8+0.3%AddedHolders
Q4 20222,702$383.2K0.1%+92+3.5%AddedHolders
Q3 20222,610$339.0K0.1%−1,305−33.3%ReducedHolders
Q2 20223,915$476.0K0.2%+1,984+102.7%AddedHolders
Q1 20221,931$287.0K0.1%+41+2.2%AddedHolders
Q4 20211,890$273.0K0.1%−30−1.6%ReducedHolders
Q3 20211,920$268.0K0.1%00.0%UnchangedHolders
Q2 20211,920$271.0K0.1%−14−0.7%ReducedHolders
Q1 20211,934$263.0K0.1%––Holders

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