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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

WMT holding history

Walmart Inc. in every 13F filed by CWS Financial Advisors, 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)
23,596
Value
$2.67M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of WMT by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,596$2.67M0.6%+29+0.1%AddedHolders
Q1 202623,567$2.93M0.8%+100.0%AddedHolders
Q4 202523,557$2.62M0.7%+160+0.7%AddedHolders
Q3 202523,397$2.41M0.7%+12+0.1%AddedHolders
Q2 202523,385$2.29M0.7%+25+0.1%AddedHolders
Q1 202523,360$2.05M0.6%+36+0.2%AddedHolders
Q4 202423,324$2.11M0.7%−66−0.3%ReducedHolders
Q3 202423,390$1.89M0.7%+60.0%AddedHolders
Q2 202423,384$1.58M0.6%+14,615+166.7%AddedHolders
Q1 20248,769$527.6K0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20232,909$458.6K0.2%+200+7.4%AddedHolders
Q3 20232,709$433.3K0.2%+3+0.1%AddedHolders
Q2 20232,706$425.4K0.2%+6+0.2%AddedHolders
Q1 20232,700$398.2K0.2%−7,013−72.2%ReducedHolders
Q4 20229,713$1.32M0.6%+2,074+27.2%AddedHolders
Q3 20227,639$991.0K0.5%−165−2.1%ReducedHolders
Q2 20227,804$949.0K0.4%−1,999−20.4%ReducedHolders
Q1 20229,803$1.46M0.6%00.0%UnchangedHolders
Q4 20219,803$1.42M0.5%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20219,714$1.37M0.5%+10.0%AddedHolders
Q1 20219,713$1.32M0.6%––Holders

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