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Wealth Quarterback LLC

SEC CIK
0001803386
Latest filing
Jul 27, 2026

WMT holding history

Walmart Inc. in every 13F filed by Wealth Quarterback 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)
15,569
Value
$1.76M
% of portfolio
0.5%
Quarters held
19
Since Q2 2021
Holdings of WMT by Wealth Quarterback LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,569$1.76M0.5%−267−1.7%ReducedHolders
Q1 202615,836$1.97M0.8%−3,356−17.5%ReducedHolders
Q4 202519,192$2.14M0.8%+69+0.4%AddedHolders
Q3 202519,123$1.97M0.8%−797−4.0%ReducedHolders
Q2 202519,920$1.95M0.9%+91+0.5%AddedHolders
Q1 202519,829$1.74M1.0%+82+0.4%AddedHolders
Q4 202419,747$1.78M0.8%+258+1.3%AddedHolders
Q3 202419,489$1.57M0.8%−105−0.5%ReducedHolders
Q2 202419,594$1.33M0.8%−378−1.9%ReducedHolders
Q1 202419,972$1.20M0.7%+286+1.5%AddedConverted for a 3-for-1 splitHolders
Q4 20236,562$1.03M0.6%−328−4.8%ReducedHolders
Q3 20236,890$1.10M1.0%−707−9.3%ReducedHolders
Q2 20237,597$1.19M0.8%−10−0.1%ReducedHolders
Q1 20237,607$1.12M1.0%−16−0.2%ReducedHolders
Q4 20227,623$1.08M0.9%−267−3.4%ReducedHolders
Q3 20227,890$1.02M1.1%+209+2.7%AddedHolders
Q2 20227,681$934.0K0.7%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202144,234$1.09M0.7%+35,765+422.3%AddedHolders
Q2 20218,469$1.20M0.7%–No prior filingHolders