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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by Basepoint Wealth 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)
5,470
Value
$619.5K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of WMT by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,470$619.5K0.4%+17+0.3%AddedHolders
Q1 20265,453$677.7K0.4%−175−3.1%ReducedHolders
Q4 20255,628$627.1K0.4%00.0%UnchangedHolders
Q3 20255,628$580.1K0.4%+630+12.6%AddedHolders
Q2 20254,998$488.7K0.4%+7+0.1%AddedHolders
Q1 20254,991$438.2K0.3%−4,784−48.9%ReducedHolders
Q4 20249,775$883.2K0.7%−153−1.5%ReducedHolders
Q3 20249,928$801.7K0.6%+76+0.8%AddedHolders
Q2 20249,852$667.1K0.5%+19+0.2%AddedHolders
Q1 20249,833$591.6K0.4%−208−2.1%ReducedConverted for a 3-for-1 splitHolders
Q4 20233,347$527.7K0.4%−16−0.5%ReducedHolders
Q3 20233,363$537.9K0.4%+246+7.9%AddedHolders
Q2 20233,117$489.9K0.4%+7+0.2%AddedHolders
Q1 20233,110$458.6K0.4%−30−1.0%ReducedHolders
Q4 20223,140$445.2K0.4%+173+5.8%AddedHolders
Q3 20222,967$384.8K0.4%−81−2.7%ReducedHolders
Q2 20223,048$370.5K0.4%−78−2.5%ReducedHolders
Q1 20223,126$465.5K0.4%+9+0.3%AddedHolders
Q4 20213,117$451.0K0.4%–No prior filingHolders