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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by Regent Peak Wealth 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)
18,800
Value
$2.13M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of WMT by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,800$2.13M0.4%+311+1.7%AddedHolders
Q1 202618,489$2.30M0.5%+351+1.9%AddedHolders
Q4 202518,138$2.02M0.4%+153+0.9%AddedHolders
Q3 202517,985$1.85M0.4%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202517,266$1.52M0.4%−59−0.3%ReducedHolders
Q4 202417,325$1.57M0.4%+226+1.3%AddedHolders
Q3 202417,099$1.38M0.3%+107+0.6%AddedHolders
Q2 202416,992$1.15M0.3%+151+0.9%AddedHolders
Q1 202416,841$1.01M0.3%+461+2.8%AddedConverted for a 3-for-1 splitHolders
Q4 20235,460$860.8K0.2%+197+3.7%AddedHolders
Q3 20235,263$841.7K0.3%+20+0.4%AddedHolders
Q2 20235,243$824.0K0.2%−130−2.4%ReducedHolders
Q1 20235,373$792.3K0.2%+15+0.3%AddedHolders
Q4 20225,358$762.7K0.2%+136+2.6%AddedHolders
Q3 20225,222$677.0K0.2%+409+8.5%AddedHolders
Q2 20224,813$585.0K0.2%−233−4.6%ReducedHolders
Q1 20225,046$752.0K0.2%+149+3.0%AddedHolders
Q4 20214,897$709.0K0.2%+99+2.1%AddedHolders
Q3 20214,798$669.0K0.2%−12−0.2%ReducedHolders
Q2 20214,810$686.0K0.2%−181−3.6%ReducedHolders
Q1 20214,991$677.0K0.2%––Holders

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