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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

WMT holding history

Walmart Inc. in every 13F filed by Navigate 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)
7,290
Value
$832.8K
% of portfolio
0.5%
Quarters held
2
Since Q1 2026
Holdings of WMT by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,290$832.8K0.5%+3,000+69.9%AddedHolders
Q1 20264,290$556.0K0.4%–No prior filingHolders