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Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by Westshore Wealth, 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)
2,269
Value
$257.0K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of WMT by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,269$257.0K0.1%+162+7.7%AddedHolders
Q1 20262,107$261.9K0.1%−35−1.6%ReducedHolders
Q4 20252,142$238.6K0.1%−477−18.2%ReducedHolders
Q3 20252,619$269.9K0.1%+10+0.4%AddedHolders
Q2 20252,609$255.1K0.1%+16+0.6%AddedHolders
Q1 20252,593$227.6K0.1%+10.0%AddedHolders
Q4 20242,592$234.1K0.1%+5+0.2%AddedHolders
Q3 20242,587$208.9K0.1%+2,587NewHolders
Q1 20230$00.0%−3,167−100.0%Sold outHolders
Q4 20223,167$449.0K0.3%−200−5.9%ReducedHolders
Q3 20223,367$437.0K0.3%−299−8.2%ReducedHolders
Q2 20223,666$446.0K0.3%+100+2.8%AddedHolders
Q1 20223,566$531.0K0.4%+167+4.9%AddedHolders
Q4 20213,399$492.0K0.3%−200−5.6%ReducedHolders
Q3 20213,599$502.0K0.4%−1,254−25.8%ReducedHolders
Q2 20214,853$684.0K0.4%+3,003+162.3%AddedHolders
Q1 20211,850$251.0K0.1%––Holders

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