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Livermore
Livermore
ZHEN

Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

WMT holding history

Walmart Inc. in every 13F filed by Keebeck 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)
30,702
Value
$3.48M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WMT by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,702$3.48M0.3%+2,363+8.3%AddedHolders
Q1 202628,339$3.53M0.4%+1,603+6.0%AddedHolders
Q4 202526,736$2.98M0.3%+269+1.0%AddedHolders
Q3 202526,467$2.73M0.3%+740+2.9%AddedHolders
Q2 202525,727$2.52M0.3%+1,332+5.5%AddedHolders
Q1 202524,395$2.15M0.3%−483−1.9%ReducedHolders
Q4 202424,878$2.25M0.3%+701+2.9%AddedHolders
Q3 202424,177$1.95M0.3%+58+0.2%AddedHolders
Q2 202424,119$1.63M0.2%−1,040−4.1%ReducedHolders
Q1 202425,159$1.52M0.2%−299−1.2%ReducedConverted for a 3-for-1 splitHolders
Q4 20238,486$1.34M0.2%+378+4.7%AddedHolders
Q3 20238,108$1.30M0.2%+10.0%AddedHolders
Q2 20238,107$1.27M0.2%+20.0%AddedHolders
Q1 20238,105$1.20M0.2%−55−0.7%ReducedHolders
Q4 20228,160$1.16M0.2%−272−3.2%ReducedHolders
Q3 20228,432$1.09M0.2%−5,123−37.8%ReducedHolders
Q2 202213,555$1.65M0.3%+1,533+12.8%AddedHolders
Q1 202212,022$1.80M0.3%−364−2.9%ReducedHolders
Q4 202112,386$1.80M0.3%+365+3.0%AddedHolders
Q3 202112,021$1.68M0.3%−2,783−18.8%ReducedHolders
Q2 202114,804$2.09M0.3%+596+4.2%AddedHolders
Q1 202114,208$1.94M0.3%––Holders

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