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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

WMT holding history

Walmart Inc. in every 13F filed by XML Financial, 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)
25,097
Value
$2.84M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,097$2.84M0.2%−177−0.7%ReducedHolders
Q1 202625,274$3.14M0.3%−106−0.4%ReducedHolders
Q4 202525,380$2.83M0.2%−1,776−6.5%ReducedHolders
Q3 202527,156$2.80M0.2%−302−1.1%ReducedHolders
Q2 202527,458$2.68M0.2%+339+1.3%AddedHolders
Q1 202527,119$2.38M0.2%+551+2.1%AddedHolders
Q4 202426,568$2.40M0.2%+2,053+8.4%AddedHolders
Q3 202424,515$1.98M0.2%−566−2.3%ReducedHolders
Q2 202425,081$1.70M0.2%+455+1.8%AddedHolders
Q1 202424,626$1.48M0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20238,183$1.29M0.1%+874+12.0%AddedHolders
Q3 20237,309$1.17M0.1%+223+3.1%AddedHolders
Q2 20237,086$1.11M0.1%+46+0.7%AddedHolders
Q1 20237,040$1.04M0.1%+240+3.5%AddedHolders
Q4 20226,800$964.1K0.1%+270+4.1%AddedHolders
Q3 20226,530$847.0K0.1%+2,340+55.8%AddedHolders
Q2 20224,190$509.0K0.1%−904−17.7%ReducedHolders
Q1 20225,094$759.0K0.1%+30+0.6%AddedHolders
Q4 20215,064$733.0K0.1%+35+0.7%AddedHolders
Q3 20215,029$701.0K0.1%+596+13.4%AddedHolders
Q2 20214,433$625.0K0.1%+20+0.5%AddedHolders
Q1 20214,413$600.0K0.1%––Holders

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