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Livermore
Livermore
ZHEN

BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

WMT holding history

Walmart Inc. in every 13F filed by BCS Wealth Management, 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)
7,007
Value
$793.6K
% of portfolio
0.1%
Quarters held
16
Since Q3 2021
Holdings of WMT by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,007$793.6K0.1%+232+3.4%AddedHolders
Q1 20266,775$842.0K0.2%−7,659−53.1%ReducedHolders
Q4 202514,434$1.61M0.2%+7,525+108.9%AddedHolders
Q3 20256,909$712.0K0.2%−2,174−23.9%ReducedHolders
Q2 20259,083$888.0K0.2%+1,576+21.0%AddedHolders
Q1 20257,507$659.0K0.2%−1,522−16.9%ReducedHolders
Q4 20249,029$816.0K0.2%+9,029NewHolders
Q2 20240$00.0%−6,179−100.0%Sold outHolders
Q1 20246,179$372.0K0.1%+644+11.6%AddedConverted for a 3-for-1 splitHolders
Q4 20231,845$291.0K0.1%00.0%UnchangedHolders
Q3 20231,845$295.0K0.1%+1,845NewHolders
Q1 20230$00.0%−2,082−100.0%Sold outHolders
Q4 20222,082$295.0K0.1%00.0%UnchangedHolders
Q3 20222,082$270.0K0.1%−74−3.4%ReducedHolders
Q2 20222,156$262.0K0.1%−239−10.0%ReducedHolders
Q1 20222,395$357.0K0.1%+437+22.3%AddedHolders
Q4 20211,958$283.0K0.1%+170+9.5%AddedHolders
Q3 20211,788$249.0K0.1%+1,788NewHolders