Skip to main content

Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

WMT holding history

Walmart Inc. in every 13F filed by Thrive 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)
6,894
Value
$780.8K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of WMT by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,894$780.8K0.1%+343+5.2%AddedHolders
Q1 20266,551$814.2K0.1%+451+7.4%AddedHolders
Q4 20256,100$679.7K0.1%−39−0.6%ReducedHolders
Q3 20256,139$632.7K0.1%−224−3.5%ReducedHolders
Q2 20256,363$622.2K0.1%+304+5.0%AddedHolders
Q1 20256,059$531.9K0.1%−582−8.8%ReducedHolders
Q4 20246,641$600.0K0.1%−155−2.3%ReducedHolders
Q3 20246,796$548.8K0.1%−180−2.6%ReducedHolders
Q2 20246,976$472.4K0.1%−15−0.2%ReducedHolders
Q1 20246,991$420.7K0.1%+1,162+19.9%AddedConverted for a 3-for-1 splitHolders
Q4 20231,943$306.3K0.1%−88−4.3%ReducedHolders
Q3 20232,031$324.8K0.1%+123+6.4%AddedHolders
Q2 20231,908$299.9K0.1%+106+5.9%AddedHolders
Q1 20231,802$265.6K0.1%+315+21.2%AddedHolders
Q4 20221,487$210.9K0.1%+1,487NewHolders