Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Symphony Financial, Ltd. Co., 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): 54,586
Value: $6.25M
% of portfolio: 0.7%
Quarters held: 21; Since Q1 2021

Holdings of WMT by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	54,586	$6.25M	0.7%	+1,207+2.3%	Added	Holders
Q1 2026	53,379	$6.59M	0.9%	+13,189+32.8%	Added	Holders
Q4 2025	40,190	$4.50M	0.6%	+4,821+13.6%	Added	Holders
Q3 2025	35,369	$3.67M	0.4%	−85−0.2%	Reduced	Holders
Q2 2025	35,454	$3.47M	0.5%	+35,454	New	Holders
Q1 2025	0	$0	0.0%	−35,299−100.0%	Sold out	Holders
Q4 2024	35,299	$3.29M	0.5%	−4,293−10.8%	Reduced	Holders
Q3 2024	39,592	$3.16M	0.5%	−847−2.1%	Reduced	Holders
Q2 2024	40,439	$2.74M	0.5%	+1,399+3.6%	Added	Holders
Q1 2024	39,040	$2.35M	0.5%	+727+1.9%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	12,771	$2.07M	0.4%	−832−6.1%	Reduced	Holders
Q3 2023	13,603	$2.18M	0.5%	+402+3.0%	Added	Holders
Q2 2023	13,201	$2.04M	0.5%	+841+6.8%	Added	Holders
Q1 2023	12,360	$1.80M	0.5%	−873−6.6%	Reduced	Holders
Q4 2022	13,233	$1.90M	0.5%	−211−1.6%	Reduced	Holders
Q3 2022	13,444	$1.78M	0.6%	+557+4.3%	Added	Holders
Q2 2022	12,887	$1.57M	0.5%	+291+2.3%	Added	Holders
Q1 2022	12,596	$1.97M	0.5%	+1,967+18.5%	Added	Holders
Q4 2021	10,629	$1.54M	0.4%	+904+9.3%	Added	Holders
Q3 2021	9,725	$1.37M	0.5%	−16,470−62.9%	Reduced	Holders
Q2 2021	26,195	$3.69M	1.3%	−2,179−7.7%	Reduced	Holders
Q1 2021	28,374	$3.96M	1.1%	–	–	Holders

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