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Sightline Wealth Advisors, LLC

SEC CIK
0001841979
Latest filing
Jul 22, 2026

WMT holding history

Walmart Inc. in every 13F filed by Sightline Wealth Advisors, 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)
3,681
Value
$416.9K
% of portfolio
0.2%
Quarters held
8
Since Q3 2024
Holdings of WMT by Sightline Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,681$416.9K0.2%+38+1.0%AddedHolders
Q1 20263,643$452.8K0.2%+4+0.1%AddedHolders
Q4 20253,639$405.4K0.2%−39−1.1%ReducedHolders
Q3 20253,678$379.1K0.2%−40−1.1%ReducedHolders
Q2 20253,718$363.5K0.2%+1,047+39.2%AddedHolders
Q1 20252,671$234.5K0.1%+5+0.2%AddedHolders
Q4 20242,666$240.9K0.1%00.0%UnchangedHolders
Q3 20242,666$215.3K0.1%+2,666NewHolders