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Livermore
Livermore
ZHEN

Beacon Financial Advisory LLC

SEC CIK
0001800502
Latest filing
Aug 5, 2026

WMT holding history

Walmart Inc. in every 13F filed by Beacon Financial Advisory 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)
13,307
Value
$1.51M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by Beacon Financial Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,307$1.51M0.3%+234+1.8%AddedHolders
Q1 202613,073$1.62M0.4%+486+3.9%AddedHolders
Q4 202512,587$1.40M0.3%−470−3.6%ReducedHolders
Q3 202513,057$1.35M0.3%+430+3.4%AddedHolders
Q2 202512,627$1.23M0.3%+259+2.1%AddedHolders
Q1 202512,368$1.09M0.3%−77−0.6%ReducedHolders
Q4 202412,445$1.12M0.4%+188+1.5%AddedHolders
Q3 202412,257$989.7K0.3%+287+2.4%AddedHolders
Q2 202411,970$810.5K0.3%+5,918+97.8%AddedHolders
Q1 20246,052$364.2K0.2%−65−1.1%ReducedConverted for a 3-for-1 splitHolders
Q4 20232,039$321.4K0.2%+70+3.6%AddedHolders
Q3 20231,969$314.9K0.2%+110+5.9%AddedHolders
Q2 20231,859$292.2K0.2%+219+13.4%AddedHolders
Q1 20231,640$241.9K0.2%+2+0.1%AddedHolders
Q4 20221,638$232.3K0.2%00.0%UnchangedHolders
Q3 20221,638$213.0K0.2%−796−32.7%ReducedHolders
Q2 20222,434$296.0K0.2%−32−1.3%ReducedHolders
Q1 20222,466$367.0K0.2%−74−2.9%ReducedHolders
Q4 20212,540$368.0K0.2%+532+26.5%AddedHolders
Q3 20212,008$280.0K0.1%+6+0.3%AddedHolders
Q2 20212,002$282.0K0.2%+10.0%AddedHolders
Q1 20212,001$272.0K0.2%––Holders

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