Skip to main content
Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

WMT holding history

Walmart Inc. in every 13F filed by RMR Wealth Builders, 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)
53,016
Value
$6.00M
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of WMT by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,016$6.00M0.4%+11,332+27.2%AddedHolders
Q1 202641,684$5.19M0.4%+733+1.8%AddedHolders
Q4 202540,951$4.56M0.4%+2,948+7.8%AddedHolders
Q3 202538,003$3.92M0.3%+7,178+23.3%AddedHolders
Q2 202530,825$3.01M0.3%−169−0.5%ReducedHolders
Q1 202530,994$2.72M0.3%+1,161+3.9%AddedHolders
Q4 202429,833$2.70M0.3%+2,215+8.0%AddedHolders
Q3 202427,618$2.23M0.2%+34+0.1%AddedHolders
Q2 202427,584$1.87M0.2%+5,300+23.8%AddedHolders
Q1 202422,284$1.34M0.2%+5,151+30.1%AddedConverted for a 3-for-1 splitHolders
Q4 20235,711$900.4K0.1%+960+20.2%AddedHolders
Q3 20234,751$759.8K0.1%+3,103+188.3%AddedHolders
Q2 20231,648$259.1K<0.1%+4+0.2%AddedHolders
Q1 20231,644$242.4K<0.1%+1,644NewHolders
Q3 20220$00.0%−1,859−100.0%Sold outHolders
Q2 20221,859$226.0K0.1%+3+0.2%AddedHolders
Q1 20221,856$276.0K0.1%−131−6.6%ReducedHolders
Q4 20211,987$289.0K0.1%+100+5.3%AddedHolders
Q3 20211,887$263.0K0.1%+2+0.1%AddedHolders
Q2 20211,885$266.0K0.1%−490−20.6%ReducedHolders
Q1 20212,375$323.0K0.1%––Holders

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