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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

WMT holding history

Walmart Inc. in every 13F filed by HighMark Wealth Management 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)
879
Value
$99.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WMT by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026879$99.6K<0.1%+85+10.7%AddedHolders
Q1 2026794$98.7K<0.1%00.0%UnchangedHolders
Q4 2025794$88.5K<0.1%−152−16.1%ReducedHolders
Q3 2025946$97.5K<0.1%00.0%UnchangedHolders
Q2 2025946$92.5K<0.1%+2+0.2%AddedHolders
Q1 2025944$82.9K<0.1%+737+356.0%AddedHolders
Q4 2024207$18.7K<0.1%+3+1.5%AddedHolders
Q3 2024204$16.5K<0.1%00.0%UnchangedHolders
Q2 2024204$13.8K<0.1%00.0%UnchangedHolders
Q1 2024204$15.2K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 202368$10.7K<0.1%−23−25.3%ReducedHolders
Q3 202391$14.5K<0.1%+13+16.7%AddedHolders
Q2 202378$12.3K<0.1%−5−6.0%ReducedHolders
Q1 202383$12.2K<0.1%+15+22.1%AddedHolders
Q4 202268$9.65K<0.1%00.0%UnchangedHolders
Q3 202268$9.00K<0.1%00.0%UnchangedHolders
Q2 202268$8.00K<0.1%00.0%UnchangedHolders
Q1 202268$10.0K<0.1%00.0%UnchangedHolders
Q4 202168$10.0K<0.1%00.0%UnchangedHolders
Q3 202168$9.00K<0.1%00.0%UnchangedHolders
Q2 202168$10.0K<0.1%−87−56.1%ReducedHolders
Q1 2021155$21.0K<0.1%––Holders

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