Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 28,911
Value: $3.27M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,911	$3.27M	0.1%	+1,967+7.3%	Added	Holders
Q1 2026	26,944	$3.35M	0.2%	+1,074+4.2%	Added	Holders
Q4 2025	25,870	$2.88M	0.1%	+4,273+19.8%	Added	Holders
Q3 2025	21,597	$2.23M	0.1%	+3,067+16.6%	Added	Holders
Q2 2025	18,530	$1.81M	0.2%	−18,252−49.6%	Reduced	Holders
Q1 2025	36,782	$3.23M	0.2%	+3,709+11.2%	Added	Holders
Q4 2024	33,073	$2.99M	0.2%	+99+0.3%	Added	Holders
Q3 2024	32,974	$2.66M	0.2%	−208−0.6%	Reduced	Holders
Q2 2024	33,182	$2.25M	0.2%	+1,335+4.2%	Added	Holders
Q1 2024	31,847	$1.92M	0.1%	00.0%	UnchangedConverted for a 3-for-1 split	Holders
Q4 2023	10,630	$1.68M	0.1%	+973+10.1%	Added	Holders
Q3 2023	9,657	$1.54M	0.2%	+346+3.7%	Added	Holders
Q2 2023	9,311	$1.46M	0.2%	−1,753−15.8%	Reduced	Holders
Q1 2023	11,064	$1.63M	0.3%	−11,333−50.6%	Reduced	Holders
Q4 2022	22,397	$3.18M	0.6%	+3,443+18.2%	Added	Holders
Q3 2022	18,954	$2.46M	0.6%	−2,291−10.8%	Reduced	Holders
Q2 2022	21,245	$2.58M	0.6%	+1,504+7.6%	Added	Holders
Q1 2022	19,741	$2.94M	0.6%	+1,252+6.8%	Added	Holders
Q4 2021	18,489	$2.67M	0.6%	+5,213+39.3%	Added	Holders
Q3 2021	13,276	$1.85M	0.5%	+750+6.0%	Added	Holders
Q2 2021	12,526	$1.77M	0.5%	+582+4.9%	Added	Holders
Q1 2021	11,944	$1.62M	0.7%	–	–	Holders

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