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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

WMT holding history

Walmart Inc. in every 13F filed by Live Oak Private Wealth LLC, 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)
21,156
Value
$2.40M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,156$2.40M0.3%−250−1.2%ReducedHolders
Q1 202621,406$2.66M0.4%−352−1.6%ReducedHolders
Q4 202521,758$2.42M0.3%−77−0.4%ReducedHolders
Q3 202521,835$2.25M0.3%−311−1.4%ReducedHolders
Q2 202522,146$2.17M0.3%−52−0.2%ReducedHolders
Q1 202522,198$1.95M0.3%−225−1.0%ReducedHolders
Q4 202422,423$2.03M0.3%−139−0.6%ReducedHolders
Q3 202422,562$1.82M0.3%−76−0.3%ReducedHolders
Q2 202422,638$1.53M0.3%−1,524−6.3%ReducedHolders
Q1 202424,162$1.45M0.3%−1,335−5.2%ReducedConverted for a 3-for-1 splitHolders
Q4 20238,499$1.34M0.3%−347−3.9%ReducedHolders
Q3 20238,846$1.41M0.3%−239−2.6%ReducedHolders
Q2 20239,085$1.43M0.3%+562+6.6%AddedHolders
Q1 20238,523$1.26M0.3%−40−0.5%ReducedHolders
Q4 20228,563$1.21M0.3%00.0%UnchangedHolders
Q3 20228,563$1.11M0.2%+28+0.3%AddedHolders
Q2 20228,535$1.04M0.2%−344−3.9%ReducedHolders
Q1 20228,879$1.32M0.3%+1,055+13.5%AddedHolders
Q4 20217,824$1.13M0.2%00.0%UnchangedHolders
Q3 20217,824$1.09M0.2%+653+9.1%AddedHolders
Q2 20217,171$1.01M0.2%+25+0.3%AddedHolders
Q1 20217,146$971.0K0.2%––Holders

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