Skip to main content
Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

WMT holding history

Walmart Inc. in every 13F filed by CFM Wealth Partners 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)
56,586
Value
$6.41M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of WMT by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,586$6.41M0.8%−997−1.7%ReducedHolders
Q1 202657,583$7.16M1.1%+892+1.6%AddedHolders
Q4 202556,691$6.32M0.9%−493−0.9%ReducedHolders
Q3 202557,184$5.89M0.9%+4,873+9.3%AddedHolders
Q2 202552,311$5.11M0.8%+1,929+3.8%AddedHolders
Q1 202550,382$4.42M0.8%+2,776+5.8%AddedHolders
Q4 202447,606$4.30M0.7%+3,553+8.1%AddedHolders
Q3 202444,053$3.56M0.6%−1,781−3.9%ReducedHolders
Q2 202445,834$3.10M0.6%+1,447+3.3%AddedHolders
Q1 202444,387$2.67M0.5%+2,441+5.8%AddedConverted for a 3-for-1 splitHolders
Q4 202313,982$2.20M0.5%00.0%UnchangedHolders
Q3 202313,982$2.24M0.6%00.0%UnchangedHolders
Q2 202313,982$2.20M0.5%+101+0.7%AddedHolders
Q1 202313,881$2.05M0.6%+93+0.7%AddedHolders
Q4 202213,788$1.96M0.6%+16+0.1%AddedHolders
Q3 202213,772$1.79M0.6%+382+2.9%AddedHolders
Q2 202213,390$1.63M0.5%+93+0.7%AddedHolders
Q1 202213,297$1.98M0.5%−649−4.7%ReducedHolders
Q4 202113,946$2.02M0.5%−325−2.3%ReducedHolders
Q3 202114,271$1.99M0.5%00.0%UnchangedHolders
Q2 202114,271$2.01M0.5%+325+2.3%AddedHolders
Q1 202113,946$1.89M0.6%––Holders

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