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LMG Wealth Partners, LLC

SEC CIK
0001965772
Latest filing
Aug 12, 2026

WMT holding history

Walmart Inc. in every 13F filed by LMG Wealth Partners, 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)
158,724
Value
$18.0M
% of portfolio
2.9%
Quarters held
15
Since Q4 2022
Holdings of WMT by LMG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026158,724$18.0M2.9%−613−0.4%ReducedHolders
Q1 2026159,337$19.8M3.6%−315−0.2%ReducedHolders
Q4 2025159,652$17.8M3.3%−13,329−7.7%ReducedHolders
Q3 2025172,981$17.8M3.3%−453−0.3%ReducedHolders
Q2 2025173,434$17.0M3.5%−1,570−0.9%ReducedHolders
Q1 2025175,004$15.4M3.4%−1,883−1.1%ReducedHolders
Q4 2024176,887$16.0M3.5%+1,446+0.8%AddedHolders
Q3 2024175,441$14.2M3.2%−3,867−2.2%ReducedHolders
Q2 2024179,308$12.1M3.0%+268+0.1%AddedHolders
Q1 2024179,040$10.8M2.7%−20,346−10.2%ReducedConverted for a 3-for-1 splitHolders
Q4 202366,462$10.5M2.9%−488−0.7%ReducedHolders
Q3 202366,950$10.7M3.3%+299+0.4%AddedHolders
Q2 202366,651$10.5M3.2%+858+1.3%AddedHolders
Q1 202365,793$9.70M3.1%+1,494+2.3%AddedHolders
Q4 202264,299$9.29M3.1%–No prior filingHolders