Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Secure Asset Management, LLC, 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): 44,034
Value: $4.99M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	44,034	$4.99M	0.7%	+2,512+6.0%	Added	Holders
Q1 2026	41,522	$5.16M	0.8%	−6,928−14.3%	Reduced	Holders
Q4 2025	48,450	$5.40M	0.9%	+70+0.1%	Added	Holders
Q3 2025	48,380	$4.93M	0.8%	+10,139+26.5%	Added	Holders
Q2 2025	38,241	$3.74M	0.7%	+5,984+18.6%	Added	Holders
Q1 2025	32,257	$2.83M	0.6%	+5,729+21.6%	Added	Holders
Q4 2024	26,528	$2.40M	0.4%	+1,784+7.2%	Added	Holders
Q3 2024	24,744	$2.00M	0.3%	−4,605−15.7%	Reduced	Holders
Q2 2024	29,349	$1.99M	0.4%	−4,515−13.3%	Reduced	Holders
Q1 2024	33,864	$2.04M	0.5%	+8,946+35.9%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	8,306	$1.31M	0.4%	+1,187+16.7%	Added	Holders
Q3 2023	7,119	$1.14M	0.3%	+917+14.8%	Added	Holders
Q2 2023	6,202	$974.8K	0.3%	−744−10.7%	Reduced	Holders
Q1 2023	6,946	$1.02M	0.3%	+311+4.7%	Added	Holders
Q4 2022	6,635	$940.8K	0.3%	−144−2.1%	Reduced	Holders
Q3 2022	6,779	$879.0K	0.5%	−810−10.7%	Reduced	Holders
Q2 2022	7,589	$923.0K	0.5%	−663−8.0%	Reduced	Holders
Q1 2022	8,252	$1.23M	0.6%	−813−9.0%	Reduced	Holders
Q4 2021	9,065	$1.31M	0.5%	+762+9.2%	Added	Holders
Q3 2021	8,303	$1.16M	0.6%	+536+6.9%	Added	Holders
Q2 2021	7,767	$1.09M	0.6%	+557+7.7%	Added	Holders
Q1 2021	7,210	$979.0K	0.5%	–	–	Holders

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