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RF&L Wealth Management, LLC

SEC CIK
0001965915
Latest filing
Jul 22, 2026

WMT holding history

Walmart Inc. in every 13F filed by RF&L 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of WMT by RF&L Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−29,509−100.0%Sold outHolders
Q4 202529,509$3.29M1.8%+55+0.2%AddedHolders
Q3 202529,454$3.04M1.8%+54+0.2%AddedHolders
Q2 202529,400$2.87M1.9%00.0%UnchangedHolders
Q1 202529,400$2.58M1.8%00.0%UnchangedHolders
Q4 202429,400$2.66M1.9%00.0%UnchangedHolders
Q3 202429,400$2.37M1.7%00.0%UnchangedHolders
Q2 202429,400$1.99M1.5%00.0%UnchangedHolders
Q1 202429,400$1.77M1.4%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20239,800$1.54M1.3%+1,200+14.0%AddedHolders
Q3 20238,600$1.38M1.3%00.0%UnchangedHolders
Q2 20238,600$1.35M1.2%00.0%UnchangedHolders
Q1 20238,600$1.27M1.2%00.0%UnchangedHolders
Q4 20228,600$1.22M1.3%–No prior filingHolders