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Livermore
Livermore
ZHEN

West Wealth Group, LLC

SEC CIK
0001923591
Latest filing
Aug 6, 2026

WMT holding history

Walmart Inc. in every 13F filed by West Wealth 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)
7,100
Value
$804.2K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of WMT by West Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,100$804.2K0.1%+347+5.1%AddedHolders
Q1 20266,753$839.4K0.2%+832+14.1%AddedHolders
Q4 20255,921$659.7K0.1%+134+2.3%AddedHolders
Q3 20255,787$631.0K0.1%+552+10.5%AddedHolders
Q2 20255,235$541.1K0.1%+6+0.1%AddedHolders
Q1 20255,229$464.6K0.1%+249+5.0%AddedHolders
Q4 20244,980$450.0K0.1%+288+6.1%AddedHolders
Q3 20244,692$378.9K0.1%+46+1.0%AddedHolders
Q2 20244,646$314.6K0.1%+206+4.6%AddedHolders
Q1 20244,440$267.2K0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20231,477$232.9K0.1%−227−13.3%ReducedHolders
Q3 20231,704$272.6K0.1%+36+2.2%AddedHolders
Q2 20231,668$262.3K0.1%+63+3.9%AddedHolders
Q1 20231,605$236.7K0.1%−64−3.8%ReducedHolders
Q4 20221,669$236.7K0.1%−98−5.5%ReducedHolders
Q3 20221,767$229.0K0.1%−143−7.5%ReducedHolders
Q2 20221,910$232.0K0.1%+198+11.6%AddedHolders
Q1 20221,712$254.0K0.1%+13+0.8%AddedHolders
Q4 20211,699$245.0K0.1%–No prior filingHolders