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Platt Wealth Management LLC

SEC CIK
0002109497
Latest filing
Jul 31, 2026

WMT holding history

Walmart Inc. in every 13F filed by Platt 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 (Q2 2026)
2,010
Value
$227.0K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of WMT by Platt Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,010$227.0K0.2%00.0%UnchangedHolders
Q1 20262,010$249.0K0.2%00.0%UnchangedHolders
Q4 20252,010$223.0K0.2%–No prior filingHolders