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Goldstein Advisors, LLC

SEC CIK
0001963807
Latest filing
Jul 20, 2026

WMT holding history

Walmart Inc. in every 13F filed by Goldstein 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)
4,150
Value
$470.0K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2022
Holdings of WMT by Goldstein Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,150$470.0K<0.1%+318+8.3%AddedHolders
Q1 20263,832$476.2K0.1%+385+11.2%AddedHolders
Q4 20253,447$384.0K<0.1%+172+5.3%AddedHolders
Q3 20253,275$337.5K<0.1%−1,513−31.6%ReducedHolders
Q2 20254,788$468.2K0.1%+5+0.1%AddedHolders
Q1 20254,783$419.9K0.1%+304+6.8%AddedHolders
Q4 20244,479$404.7K0.1%+976+27.9%AddedHolders
Q3 20243,503$282.9K<0.1%+120+3.5%AddedHolders
Q2 20243,383$229.1K<0.1%+3,383NewHolders
Q1 20230$00.0%−6,079−100.0%Sold outHolders
Q4 20226,079$862.0K0.2%–No prior filingHolders