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Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

WMT holding history

Walmart Inc. in every 13F filed by Stone Point Wealth 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)
11,530
Value
$1.31M
% of portfolio
0.3%
Quarters held
18
Since Q1 2022
Holdings of WMT by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,530$1.31M0.3%−20−0.2%ReducedHolders
Q1 202611,550$1.44M0.4%−50−0.4%ReducedHolders
Q4 202511,600$1.29M0.4%00.0%UnchangedHolders
Q3 202511,600$1.20M0.3%00.0%UnchangedHolders
Q2 202511,600$1.13M0.4%00.0%UnchangedHolders
Q1 202511,600$1.02M0.3%−10−0.1%ReducedHolders
Q4 202411,610$1.05M0.4%00.0%UnchangedHolders
Q3 202411,610$937.5K0.3%00.0%UnchangedHolders
Q2 202411,610$786.1K0.3%00.0%UnchangedHolders
Q1 202411,610$698.6K0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20233,870$610.1K0.2%−9−0.2%ReducedHolders
Q3 20233,879$620.4K0.3%00.0%UnchangedHolders
Q2 20233,879$609.7K0.3%00.0%UnchangedHolders
Q1 20233,879$572.0K0.3%−384−9.0%ReducedHolders
Q4 20224,263$604.5K0.3%−25−0.6%ReducedHolders
Q3 20224,288$556.0K0.3%+12+0.3%AddedHolders
Q2 20224,276$520.0K0.3%+265+6.6%AddedHolders
Q1 20224,011$605.0K0.3%+4,011NewHolders