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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

WMT holding history

Walmart Inc. in every 13F filed by Peak Planning Group, 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)
17,928
Value
$2.03M
% of portfolio
0.5%
Quarters held
20
Since Q1 2021
Holdings of WMT by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,928$2.03M0.5%−10.0%ReducedHolders
Q1 202617,929$2.23M0.6%+92+0.5%AddedHolders
Q4 202517,837$1.99M0.6%+5,472+44.3%AddedHolders
Q3 202512,365$1.27M0.7%−149−1.2%ReducedHolders
Q2 202512,514$1.22M0.8%−4,842−27.9%ReducedHolders
Q1 202517,356$1.52M0.6%−120−0.7%ReducedHolders
Q4 202417,476$1.58M0.7%−1,337−7.1%ReducedHolders
Q3 202418,813$1.52M0.7%+393+2.1%AddedHolders
Q2 202418,420$1.25M0.6%+3,372+22.4%AddedHolders
Q1 202415,048$905.4K0.6%+318+2.2%AddedConverted for a 3-for-1 splitHolders
Q4 20234,910$774.2K0.6%+133+2.8%AddedHolders
Q3 20234,777$764.0K0.6%+78+1.7%AddedHolders
Q2 20234,699$738.7K0.5%−86−1.8%ReducedHolders
Q1 20234,785$705.6K0.6%+152+3.3%AddedHolders
Q4 20224,633$656.8K0.6%+130+2.9%AddedHolders
Q3 20224,503$583.9K0.5%+1,617+56.0%AddedHolders
Q2 20222,886$350.9K0.3%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20214,415$638.8K0.5%+13+0.3%AddedHolders
Q3 20214,402$613.6K0.5%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20214,253$577.6K0.6%––Holders

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