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Livermore
Livermore
ZHEN

C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

WMT holding history

Walmart Inc. in every 13F filed by C2C 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)
4,500
Value
$509.7K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of WMT by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,500$509.7K0.4%00.0%UnchangedHolders
Q1 20264,500$559.3K0.5%00.0%UnchangedHolders
Q4 20254,500$501.3K0.4%00.0%UnchangedHolders
Q3 20254,500$463.8K0.4%00.0%UnchangedHolders
Q2 20254,500$440.0K0.4%00.0%UnchangedHolders
Q1 20254,500$395.1K0.4%00.0%UnchangedHolders
Q4 20244,500$406.6K0.4%00.0%UnchangedHolders
Q3 20244,500$368.8K0.3%00.0%UnchangedHolders
Q2 20244,500$304.7K0.3%00.0%UnchangedHolders
Q1 20244,500$270.8K0.3%−10,590−70.2%ReducedConverted for a 3-for-1 splitHolders
Q4 20235,030$792.5K0.7%−10,025−66.6%ReducedHolders
Q3 202315,055$2.40M0.3%−70.0%ReducedHolders
Q2 202315,062$2.33M0.3%+40.0%AddedHolders
Q1 202315,058$2.25M0.4%+79+0.5%AddedHolders
Q4 202214,979$2.10M0.4%−2,646−15.0%ReducedHolders
Q3 202217,625$2.37M0.5%−1,215−6.4%ReducedHolders
Q2 202218,840$2.44M0.4%−795−4.0%ReducedHolders
Q1 202219,635$3.14M0.5%−2,798−12.5%ReducedHolders
Q4 202122,433$3.25M0.5%–No prior filingHolders