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KFG Wealth Management, LLC

SEC CIK
0001919344
Latest filing
Jul 22, 2026

WMT holding history

Walmart Inc. in every 13F filed by KFG 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)
20,545
Value
$2.33M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of WMT by KFG Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,545$2.33M0.3%−1,676−7.5%ReducedHolders
Q1 202622,221$2.76M0.4%−84−0.4%ReducedHolders
Q4 202522,305$2.48M0.3%−547−2.4%ReducedHolders
Q3 202522,852$2.36M0.3%−840−3.5%ReducedHolders
Q2 202523,692$2.32M0.4%+277+1.2%AddedHolders
Q1 202523,415$2.06M0.4%−2,943−11.2%ReducedHolders
Q4 202426,358$2.38M0.4%+2,543+10.7%AddedHolders
Q3 202423,815$1.92M0.4%+1,673+7.6%AddedHolders
Q2 202422,142$1.50M0.6%+70.0%AddedHolders
Q1 202422,135$1.33M0.5%+2,560+13.1%AddedConverted for a 3-for-1 splitHolders
Q4 20236,525$1.03M0.5%−1,063−14.0%ReducedHolders
Q3 20237,588$1.21M0.7%+432+6.0%AddedHolders
Q2 20237,156$1.12M0.7%+1,946+37.4%AddedHolders
Q1 20235,210$778.8K0.5%+1,249+31.5%AddedHolders
Q4 20223,961$561.6K0.6%–No prior filingHolders