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Livermore
Livermore
ZHEN

Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

WMT holding history

Walmart Inc. in every 13F filed by Quantum Financial Advisors, 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)
12,071
Value
$1.37M
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of WMT by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,071$1.37M0.1%+2,272+23.2%AddedHolders
Q1 20269,799$1.22M0.1%−10.0%ReducedHolders
Q4 20259,800$1.09M0.1%+12+0.1%AddedHolders
Q3 20259,788$1.01M0.1%00.0%UnchangedHolders
Q2 20259,788$957.1K0.1%+90+0.9%AddedHolders
Q1 20259,698$851.4K0.1%−600−5.8%ReducedHolders
Q4 202410,298$930.4K0.1%00.0%UnchangedHolders
Q3 202410,298$831.6K0.1%+600+6.2%AddedHolders
Q2 20249,698$656.6K0.1%00.0%UnchangedHolders
Q1 20249,698$583.5K0.1%+3,329+52.3%AddedConverted for a 3-for-1 splitHolders
Q4 20232,123$334.7K0.1%−672−24.0%ReducedHolders
Q3 20232,795$447.0K0.1%+881+46.0%AddedHolders
Q2 20231,914$300.8K0.1%00.0%UnchangedHolders
Q1 20231,914$282.2K0.1%00.0%UnchangedHolders
Q4 20221,914$271.4K0.1%+333+21.1%AddedHolders
Q3 20221,581$205.0K0.1%+4+0.3%AddedHolders
Q2 20221,577$204.0K0.1%–No prior filingHolders