Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Sound View Wealth Advisors Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 92,653
Value: $10.5M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	92,653	$10.5M	0.7%	−3,231−3.4%	Reduced	Holders
Q1 2026	95,884	$11.9M	0.8%	−3,597−3.6%	Reduced	Holders
Q4 2025	99,481	$11.1M	0.7%	+300.0%	Added	Holders
Q3 2025	99,451	$10.2M	0.7%	+726+0.7%	Added	Holders
Q2 2025	98,725	$9.65M	0.7%	−2,726−2.7%	Reduced	Holders
Q1 2025	101,451	$8.91M	0.7%	−1,105−1.1%	Reduced	Holders
Q4 2024	102,556	$9.27M	0.7%	+6,369+6.6%	Added	Holders
Q3 2024	96,187	$7.77M	0.6%	+12,920+15.5%	Added	Holders
Q2 2024	83,267	$5.64M	0.6%	−479−0.6%	Reduced	Holders
Q1 2024	83,746	$5.04M	0.5%	−11,723−12.3%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	31,823	$5.02M	0.6%	+2,334+7.9%	Added	Holders
Q3 2023	29,489	$4.72M	0.6%	+2,864+10.8%	Added	Holders
Q2 2023	26,625	$4.18M	0.5%	−1,932−6.8%	Reduced	Holders
Q1 2023	28,557	$4.21M	0.6%	−3,266−10.3%	Reduced	Holders
Q4 2022	31,823	$5.02M	0.6%	+7,956+33.3%	Added	Holders
Q3 2022	23,867	$3.10M	0.7%	+1,020+4.5%	Added	Holders
Q2 2022	22,847	$2.78M	0.6%	−1,643−6.7%	Reduced	Holders
Q1 2022	24,490	$3.65M	0.7%	+1,297+5.6%	Added	Holders
Q4 2021	23,193	$3.36M	0.6%	+850+3.8%	Added	Holders
Q3 2021	22,343	$3.11M	0.7%	+1,471+7.0%	Added	Holders
Q2 2021	20,872	$2.94M	0.6%	−974−4.5%	Reduced	Holders
Q1 2021	21,846	$2.97M	0.7%	–	–	Holders

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