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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

WMT holding history

Walmart Inc. in every 13F filed by Vertrix 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)
53,184
Value
$6.02M
% of portfolio
2.0%
Quarters held
2
Since Q1 2026
Holdings of WMT by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,184$6.02M2.0%+874+1.7%AddedHolders
Q1 202652,310$6.50M2.4%–No prior filingHolders