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Livermore
Livermore
ZHEN

ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

WMT holding history

Walmart Inc. in every 13F filed by ForthRight Wealth Management, 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)
6,043
Value
$684.4K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of WMT by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,043$684.4K0.2%00.0%UnchangedHolders
Q1 20266,043$751.0K0.2%00.0%UnchangedHolders
Q4 20256,043$673.2K0.2%00.0%UnchangedHolders
Q3 20256,043$622.8K0.2%−100−1.6%ReducedHolders
Q2 20256,143$600.6K0.2%+24+0.4%AddedHolders
Q1 20256,119$537.2K0.2%+228+3.9%AddedHolders
Q4 20245,891$532.2K0.2%00.0%UnchangedHolders
Q3 20245,891$475.7K0.2%+10.0%AddedHolders
Q2 20245,890$398.8K0.1%+3+0.1%AddedHolders
Q1 20245,887$354.2K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20231,962$309.3K0.1%00.0%UnchangedHolders
Q3 20231,962$313.8K0.1%+125+6.8%AddedHolders
Q2 20231,837$288.7K0.1%00.0%UnchangedHolders
Q1 20231,837$270.9K0.1%+250+15.8%AddedHolders
Q4 20221,587$225.0K0.1%00.0%UnchangedHolders
Q3 20221,587$206.0K0.1%+1,587NewHolders
Q2 20220$00.0%−1,635−100.0%Sold outHolders
Q1 20221,635$243.0K0.1%00.0%UnchangedHolders
Q4 20211,635$237.0K0.1%00.0%UnchangedHolders
Q3 20211,635$228.0K0.1%00.0%UnchangedHolders
Q2 20211,635$231.0K0.1%00.0%UnchangedHolders
Q1 20211,635$222.0K0.2%––Holders

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