Journey Advisory Group, LLC

SEC CIK: 0001840085
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Journey Advisory Group, 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): 77,182
Value: $8.74M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Journey Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	77,182	$8.74M	0.7%	+635+0.8%	Added	Holders
Q1 2026	76,547	$9.42M	0.8%	−10,787−12.4%	Reduced	Holders
Q4 2025	87,334	$9.68M	0.8%	+4,344+5.2%	Added	Holders
Q3 2025	82,990	$8.55M	0.6%	−1,173−1.4%	Reduced	Holders
Q2 2025	84,163	$8.23M	0.6%	+1,711+2.1%	Added	Holders
Q1 2025	82,452	$7.24M	0.6%	−299−0.4%	Reduced	Holders
Q4 2024	82,751	$5.60M	0.7%	00.0%	Unchanged	Holders
Q3 2024	82,751	$5.60M	0.7%	+900+1.1%	Added	Holders
Q2 2024	81,851	$5.54M	0.7%	−7,450−8.3%	Reduced	Holders
Q1 2024	89,301	$5.37M	0.7%	+4,296+5.1%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	28,335	$4.47M	0.6%	−778−2.7%	Reduced	Holders
Q3 2023	29,113	$4.66M	0.7%	+768+2.7%	Added	Holders
Q2 2023	28,345	$4.46M	0.7%	−2,792−9.0%	Reduced	Holders
Q1 2023	31,137	$4.59M	0.7%	−2,076−6.3%	Reduced	Holders
Q4 2022	33,213	$4.71M	1.2%	+4,195+14.5%	Added	Holders
Q3 2022	29,018	$3.76M	1.0%	−1,134−3.8%	Reduced	Holders
Q2 2022	30,152	$4.00M	0.9%	+4,573+17.9%	Added	Holders
Q1 2022	25,579	$3.81M	1.0%	−900−3.4%	Reduced	Holders
Q4 2021	26,479	$3.83M	1.1%	+4,144+18.6%	Added	Holders
Q3 2021	22,335	$3.11M	1.0%	−2,650−10.6%	Reduced	Holders
Q2 2021	24,985	$3.52M	1.1%	+251+1.0%	Added	Holders
Q1 2021	24,734	$3.36M	1.2%	–	–	Holders

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