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Livermore
Livermore
ZHEN

Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

WMT holding history

Walmart Inc. in every 13F filed by Core Wealth Advisors, 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)
5,916
Value
$670.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WMT by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,916$670.1K0.1%+627+11.9%AddedHolders
Q1 20265,289$657.3K0.2%+711+15.5%AddedHolders
Q4 20254,578$510.0K0.1%+118+2.6%AddedHolders
Q3 20254,460$459.7K0.1%+118+2.7%AddedHolders
Q2 20254,342$424.5K0.1%+79+1.9%AddedHolders
Q1 20254,263$374.2K0.1%−158−3.6%ReducedHolders
Q4 20244,421$399.4K0.1%−55−1.2%ReducedHolders
Q3 20244,476$361.4K0.1%−162−3.5%ReducedHolders
Q2 20244,638$314.1K0.1%+45+1.0%AddedHolders
Q1 20244,593$276.4K0.1%+90+2.0%AddedConverted for a 3-for-1 splitHolders
Q4 20231,501$236.6K0.1%+420+38.9%AddedHolders
Q3 20231,081$172.9K0.1%00.0%UnchangedHolders
Q2 20231,081$169.9K0.1%+118+12.3%AddedHolders
Q1 2023963$142.0K0.1%−96−9.1%ReducedHolders
Q4 20221,059$150.2K0.1%+53+5.3%AddedHolders
Q3 20221,006$130.0K0.1%+113+12.7%AddedHolders
Q2 2022893$109.0K0.1%−59−6.2%ReducedHolders
Q1 2022952$142.0K0.1%−75−7.3%ReducedHolders
Q4 20211,027$149.0K0.1%00.0%UnchangedHolders
Q3 20211,027$143.0K0.1%−10−1.0%ReducedHolders
Q2 20211,037$146.0K0.1%−183−15.0%ReducedHolders
Q1 20211,220$166.0K0.1%––Holders

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