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Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

WMT holding history

Walmart Inc. in every 13F filed by High Net Worth Advisory Group 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)
26,063
Value
$2.95M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of WMT by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,063$2.95M0.6%+1,605+6.6%AddedHolders
Q1 202624,458$3.04M0.7%−88−0.4%ReducedHolders
Q4 202524,546$2.73M0.6%−167−0.7%ReducedHolders
Q3 202524,713$2.55M0.6%−441−1.8%ReducedHolders
Q2 202525,154$2.46M0.7%+2,861+12.8%AddedHolders
Q1 202522,293$1.96M0.6%+476+2.2%AddedHolders
Q4 202421,817$1.97M0.6%−2,179−9.1%ReducedHolders
Q3 202423,996$1.94M0.5%+70+0.3%AddedHolders
Q2 202423,926$1.62M0.5%+1,469+6.5%AddedHolders
Q1 202422,457$1.35M0.4%+1,052+4.9%AddedConverted for a 3-for-1 splitHolders
Q4 20237,135$1.12M0.4%+573+8.7%AddedHolders
Q3 20236,562$1.05M0.4%+235+3.7%AddedHolders
Q2 20236,327$994.6K0.4%−81−1.3%ReducedHolders
Q1 20236,408$945.0K0.4%+250+4.1%AddedHolders
Q4 20226,158$873.1K0.3%−810−11.6%ReducedHolders
Q3 20226,968$904.0K0.4%+475+7.3%AddedHolders
Q2 20226,493$789.0K0.3%−599−8.4%ReducedHolders
Q1 20227,092$1.06M0.4%00.0%UnchangedHolders
Q4 20217,092$1.03M0.4%–No prior filingHolders