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Livermore
Livermore
ZHEN

N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

WMT holding history

Walmart Inc. in every 13F filed by N.E.W. Advisory Services 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)
19,990
Value
$2.26M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,990$2.26M0.2%−491−2.4%ReducedHolders
Q1 202620,481$2.55M0.2%−785−3.7%ReducedHolders
Q4 202521,266$2.37M0.2%+7,691+56.7%AddedHolders
Q3 202513,575$1.40M0.1%−357−2.6%ReducedHolders
Q2 202513,932$1.36M0.1%−15,064−52.0%ReducedHolders
Q1 202528,996$2.55M0.2%+9,797+51.0%AddedHolders
Q4 202419,199$1.73M0.2%−953−4.7%ReducedHolders
Q3 202420,152$1.63M0.2%+512+2.6%AddedHolders
Q2 202419,640$1.33M0.1%+289+1.5%AddedHolders
Q1 202419,351$1.16M0.1%+607+3.2%AddedConverted for a 3-for-1 splitHolders
Q4 20236,248$984.9K0.1%00.0%UnchangedHolders
Q3 20236,248$999.1K0.1%+946+17.8%AddedHolders
Q2 20235,302$833.3K0.1%+231+4.6%AddedHolders
Q1 20235,071$747.5K0.1%+300+6.3%AddedHolders
Q4 20224,771$676.4K0.1%+35+0.7%AddedHolders
Q3 20224,736$614.0K0.1%+1,250+35.9%AddedHolders
Q2 20223,486$424.0K0.1%−169−4.6%ReducedHolders
Q1 20223,655$496.0K0.1%−41−1.1%ReducedHolders
Q4 20213,696$535.0K0.1%−77−2.0%ReducedHolders
Q3 20213,773$526.0K0.1%+10.0%AddedHolders
Q2 20213,772$530.0K0.1%+117+3.2%AddedHolders
Q1 20213,655$496.0K0.1%––Holders

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