TRB Wealth Management, LLC

SEC CIK: 0002130988
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by TRB 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 overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 16,882
Value: $1.91M
% of portfolio: 0.3%
Quarters held: 2; Since Q1 2026

Holdings of WMT by TRB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,882	$1.91M	0.3%	−1,387−7.6%	Reduced	Holders
Q1 2026	18,269	$2.27M	0.3%	–	No prior filing	Holders