SHELTON CAPITAL MANAGEMENT

Position in WMT — Walmart Inc.

CIK 1002784 Denver, CO

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$86,667,684

-$10,233,680 QoQ

Shares Held

765,210

-1.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#256

of 4,378 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $144,965,540 across 4 Discount Stores names. WMT ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	765,210	$86,667,684
2	COST	Costco Wholesale Corp /New	52,745	$49,341,365
3	TGT	Target Corp	65,807	$8,595,052
4	BJ	BJ's Wholesale Club Holdings, Inc.	4,144	$361,439

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$86,667,684	765,210	-1.9%	Shares	Sole	2026-08-14
2026-03-31	$96,901,364	779,702	+90.8%	Shares	Sole	2026-05-15
2025-12-31	$45,532,264	408,691	+31.3%	Shares	Sole	2026-02-17
2025-09-30	$32,077,734	311,253	+10.5%	Shares	Sole	2025-11-14
2025-06-30	$27,550,297	281,758	-26.2%	Shares	Sole	2025-08-13
2025-03-31	$33,505,229	381,652	+165.2%	Shares	Sole	2025-05-15
2024-12-31	$13,004,798	143,938	-8.4%	Shares	Sole	2025-02-13
2024-09-30	$12,688,651	157,135	+2.0%	Shares	Sole	2024-11-14
2024-06-30	$10,429,168	154,027	+10.5%	Shares	Sole	2024-08-13
2024-03-31	$8,389,503	139,430	+173.7%	Shares	Sole	2024-05-15
2023-12-31	$8,031,163	50,943	-19.8%	Shares	Sole	2024-02-14
2023-09-30	$10,161,952	63,540	+39.8%	Shares	Sole	2023-11-14
2023-06-30	$7,142,254	45,440	+8.3%	Shares	Sole	2023-08-10
2023-03-31	$6,184,053	41,940	+55.3%	Shares	Sole	2023-05-11
2022-12-31	$3,828,327	27,000	+78.4%	Shares	Sole	2023-02-13
2022-09-30	$1,962,878	15,134	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$1,827,835	15,034	+1.1%	Shares	Sole	2022-08-11
2022-03-31	$2,214,142	14,868	-0.7%	Shares	Sole	2022-05-12
2021-12-31	$2,165,719	14,968	-18.1%	Shares	Sole	2022-02-11
2021-09-30	$2,546,193	18,268	-20.9%	Shares	Sole	2021-11-15
2021-06-30	$3,256,154	23,090	-48.7%	Shares	Sole	2021-08-12
2021-03-31	$6,109,636	44,980	+104.4%	Shares	Sole	2021-05-14
2020-12-31	$3,172,020	22,005	-15.9%	Shares	Sole	2021-02-16
2020-09-30	$3,659,208	26,154	+4.0%	Shares	Sole	2020-11-09
2020-06-30	$3,011,990	25,146	+4.1%	Shares	Sole	2020-08-12
2020-03-31	$2,743,352	24,145	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.