Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Arkadios Wealth Advisors, 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): 278,946
Value: $31.6M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	278,946	$31.6M	0.5%	−12,154−4.2%	Reduced	Holders
Q1 2026	291,100	$36.2M	0.6%	+27,903+10.6%	Added	Holders
Q4 2025	263,197	$29.3M	0.6%	+38,787+17.3%	Added	Holders
Q3 2025	224,410	$23.1M	0.6%	+24,871+12.5%	Added	Holders
Q2 2025	199,539	$19.5M	0.6%	+26,455+15.3%	Added	Holders
Q1 2025	173,084	$15.2M	0.6%	−30,438−15.0%	Reduced	Holders
Q4 2024	203,522	$18.4M	1.0%	+9,336+4.8%	Added	Holders
Q3 2024	194,186	$15.7M	0.9%	+6,022+3.2%	Added	Holders
Q2 2024	188,164	$12.7M	0.9%	+19,648+11.7%	Added	Holders
Q1 2024	168,516	$10.1M	0.8%	+5,196+3.2%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	54,440	$8.58M	0.7%	−1,014−1.8%	Reduced	Holders
Q3 2023	55,454	$8.87M	0.8%	+11,855+27.2%	Added	Holders
Q2 2023	43,599	$6.85M	0.8%	+2,109+5.1%	Added	Holders
Q1 2023	41,490	$6.12M	0.7%	−170−0.4%	Reduced	Holders
Q4 2022	41,660	$5.91M	0.8%	+4,042+10.7%	Added	Holders
Q3 2022	37,618	$4.88M	0.7%	+3,528+10.3%	Added	Holders
Q2 2022	34,090	$4.14M	0.6%	+2,151+6.7%	Added	Holders
Q1 2022	31,939	$4.76M	0.6%	+4,350+15.8%	Added	Holders
Q4 2021	27,589	$3.99M	0.5%	+1,129+4.3%	Added	Holders
Q3 2021	26,460	$3.69M	0.5%	+942+3.7%	Added	Holders
Q2 2021	25,518	$3.60M	0.4%	+5,852+29.8%	Added	Holders
Q1 2021	19,666	$2.67M	0.4%	–	–	Holders

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