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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

WMT holding history

Walmart Inc. in every 13F filed by SOA 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)
17,285
Value
$1.33M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMT by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,285$1.33M0.2%−14,847−46.2%ReducedHolders
Q1 202632,132$1.47M0.3%+1,890+6.2%AddedHolders
Q4 202530,242$1.11M0.2%−196−0.6%ReducedHolders
Q3 202530,438$1.05M0.2%+431+1.4%AddedHolders
Q2 202530,007$956.3K0.2%−194−0.6%ReducedHolders
Q1 202530,201$833.6K0.2%+21,007+228.5%AddedHolders
Q4 20249,194$830.7K0.2%+142+1.6%AddedHolders
Q3 20249,052$731.0K0.1%+364+4.2%AddedHolders
Q2 20248,688$588.3K0.1%+31+0.4%AddedHolders
Q1 20248,657$520.9K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20232,880$454.1K0.1%−62−2.1%ReducedHolders
Q3 20232,942$470.6K0.1%+5+0.2%AddedHolders
Q2 20232,937$461.6K0.1%+12+0.4%AddedHolders
Q1 20232,925$431.3K0.1%+6+0.2%AddedHolders
Q4 20222,919$413.9K0.1%00.0%UnchangedHolders
Q3 20222,919$378.0K0.1%+212+7.8%AddedHolders
Q2 20222,707$329.0K0.1%−40−1.5%ReducedHolders
Q1 20222,747$409.0K0.1%−83−2.9%ReducedHolders
Q4 20212,830$405.0K0.1%−101−3.4%ReducedHolders
Q3 20212,931$408.0K0.1%+5+0.2%AddedHolders
Q2 20212,926$412.0K0.1%+46+1.6%AddedHolders
Q1 20212,880$391.0K0.1%––Holders

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