NFP Retirement, Inc.

SEC CIK: 0002040084
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by NFP Retirement, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 19,789
Value: $2.24M
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of WMT by NFP Retirement, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,789	$2.24M	0.1%	+433+2.2%	Added	Holders
Q1 2026	19,356	$2.41M	0.1%	−143−0.7%	Reduced	Holders
Q4 2025	19,499	$2.17M	0.1%	−537−2.7%	Reduced	Holders
Q3 2025	20,036	$2.06M	0.1%	−1,408−6.6%	Reduced	Holders
Q2 2025	21,444	$2.10M	0.1%	+8,022+59.8%	Added	Holders
Q1 2025	13,422	$1.18M	0.1%	+49+0.4%	Added	Holders
Q4 2024	13,373	$1.21M	0.1%	+856+6.8%	Added	Holders
Q3 2024	12,517	$1.01M	0.1%	−46−0.4%	Reduced	Holders
Q2 2024	12,563	$850.6K	0.1%	−86−0.7%	Reduced	Holders
Q1 2024	12,649	$761.1K	0.1%	+1,039+8.9%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	3,870	$610.0K	0.1%	+96+2.5%	Added	Holders
Q3 2023	3,774	$603.5K	0.1%	−119−3.1%	Reduced	Holders
Q2 2023	3,893	$611.9K	0.1%	+123+3.3%	Added	Holders
Q1 2023	3,770	$555.9K	0.1%	−19−0.5%	Reduced	Holders
Q4 2022	3,789	$537.2K	0.1%	−10.0%	Reduced	Holders
Q3 2022	3,790	$491.6K	0.1%	−69−1.8%	Reduced	Holders
Q2 2022	3,859	$469.1K	0.1%	−23−0.6%	Reduced	Holders
Q1 2022	3,882	$578.1K	0.1%	+3,882	New	Holders
Q3 2021	0	$0	0.0%	−1,547−100.0%	Sold out	Holders
Q2 2021	1,547	$218.0K	0.1%	+19+1.2%	Added	Holders
Q1 2021	1,528	$207.5K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.