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Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

WMT holding history

Walmart Inc. in every 13F filed by Aaron Wealth Advisors, 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)
93,516
Value
$10.6M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of WMT by Aaron Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202693,516$10.6M0.5%−1,380−1.5%ReducedHolders
Q1 202694,896$11.8M0.7%−11,410−10.7%ReducedHolders
Q4 2025106,306$11.8M0.7%+9,328+9.6%AddedHolders
Q3 202596,978$9.99M0.6%+29,499+43.7%AddedHolders
Q2 202567,479$6.60M0.7%+1,235+1.9%AddedHolders
Q1 202566,244$5.82M0.7%+841+1.3%AddedHolders
Q4 202465,403$5.91M0.7%+2,379+3.8%AddedHolders
Q3 202463,024$5.09M0.6%+4,844+8.3%AddedHolders
Q2 202458,180$3.94M0.5%+2,985+5.4%AddedHolders
Q1 202455,195$3.32M0.5%+5,584+11.3%AddedConverted for a 3-for-1 splitHolders
Q4 202316,537$2.61M0.4%−15,098−47.7%ReducedHolders
Q3 202331,635$5.06M0.7%+75+0.2%AddedHolders
Q2 202331,560$4.96M0.6%+237+0.8%AddedHolders
Q1 202331,323$4.62M0.6%−291−0.9%ReducedHolders
Q4 202231,614$4.48M0.7%+4,859+18.2%AddedHolders
Q3 202226,755$3.47M0.6%+7,648+40.0%AddedHolders
Q2 202219,107$2.32M0.6%−3,205,159−99.4%ReducedHolders
Q1 20223,224,266$21.7M0.4%+3,202,747+14,883.3%AddedHolders
Q4 202121,519$3.11M0.9%+14,265+196.7%AddedHolders
Q3 20217,254$1.01M0.3%−61−0.8%ReducedHolders
Q2 20217,315$1.03M0.3%+65+0.9%AddedHolders
Q1 20217,250$984.0K0.4%––Holders

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