Lineweaver Wealth Advisors, LLC

SEC CIK: 0001797873
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Lineweaver Wealth Advisors, 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): 27,527
Value: $3.12M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Lineweaver Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,527	$3.12M	0.4%	+1,569+6.0%	Added	Holders
Q1 2026	25,958	$3.23M	0.4%	+515+2.0%	Added	Holders
Q4 2025	25,443	$2.83M	0.4%	+1,109+4.6%	Added	Holders
Q3 2025	24,334	$2.51M	0.4%	+495+2.1%	Added	Holders
Q2 2025	23,839	$2.33M	0.4%	+3,993+20.1%	Added	Holders
Q1 2025	19,846	$1.74M	0.3%	+2,887+17.0%	Added	Holders
Q4 2024	16,959	$1.53M	0.3%	−132−0.8%	Reduced	Holders
Q3 2024	17,091	$1.38M	0.3%	+176+1.0%	Added	Holders
Q2 2024	16,915	$1.15M	0.2%	−808−4.6%	Reduced	Holders
Q1 2024	17,723	$1.07M	0.3%	−451−2.5%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	6,058	$954.8K	0.2%	−5,082−45.6%	Reduced	Holders
Q3 2023	11,140	$1.78M	0.5%	−3,532−24.1%	Reduced	Holders
Q2 2023	14,672	$2.31M	0.7%	−21−0.1%	Reduced	Holders
Q1 2023	14,693	$2.17M	0.7%	+505+3.6%	Added	Holders
Q4 2022	14,188	$2.01M	0.6%	−636−4.3%	Reduced	Holders
Q3 2022	14,824	$1.92M	0.6%	+1,072+7.8%	Added	Holders
Q2 2022	13,752	$1.67M	0.6%	+1,403+11.4%	Added	Holders
Q1 2022	12,349	$1.84M	0.5%	−2,651−17.7%	Reduced	Holders
Q4 2021	15,000	$2.17M	0.6%	+5,210+53.2%	Added	Holders
Q3 2021	9,790	$1.36M	0.4%	+1,336+15.8%	Added	Holders
Q2 2021	8,454	$1.19M	0.4%	+803+10.5%	Added	Holders
Q1 2021	7,651	$1.04M	0.4%	–	–	Holders

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