ARCADIA INVESTMENT MANAGEMENT CORP/MI

Position in WMT — Walmart Inc.

CIK 1016972 KALAMAZOO, MI

Position in WMT

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$3,610,334

+$262,018 QoQ

Shares Held

29,050

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Mar 31, 2026

ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $27,182,831 across 3 Discount Stores names. WMT ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	23,656	$23,571,548
2	WMT	Walmart Inc. This page	29,050	$3,610,334
3	DG	Dollar General Corp	8	$949

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,610,334	29,050	-3.3%	Shares	Sole	2026-04-22
2025-12-31	$3,348,316	30,054	-23.2%	Shares	Sole	2026-02-10
2025-09-30	$4,035,314	39,155	-9.6%	Shares	Sole	2025-10-27
2025-06-30	$4,234,362	43,305	-2.8%	Shares	Sole	2025-08-08
2025-03-31	$3,911,922	44,560	+3.0%	Shares	Sole	2025-04-30
2024-12-31	$3,909,444	43,270	+9.5%	Shares	Sole	2025-02-03
2024-09-30	$3,192,289	39,533	+16.6%	Shares	Sole	2024-10-29
2024-06-30	$2,296,587	33,918	+31.6%	Shares	Sole	2024-08-05
2024-03-31	$1,550,460	25,768	+207.7%	Shares	Sole	2024-04-23
2023-12-31	$1,320,318	8,375	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$1,331,737	8,327	+0.2%	Shares	Sole	2023-10-23
2023-06-30	$1,306,479	8,312	-0.4%	Shares	Sole	2023-07-24
2023-03-31	$1,230,322	8,344	-2.5%	Shares	Sole	2023-05-05
2022-12-31	$1,213,154	8,556	+44.5%	Shares	Sole	2023-02-08
2022-09-30	$767,823	5,920	+148.1%	Shares	Sole	2022-10-19
2022-06-30	$290,090	2,386	+25.2%	Shares	Sole	2022-07-21
2022-03-31	$283,841	1,906	-3.6%	Shares	Sole	2022-04-28
2021-12-31	$286,052	1,977	+14.9%	Shares	Sole	2022-02-09
2021-09-30	$239,872	1,721	-31.9%	Shares	Sole	2021-11-10
2021-06-30	$356,216	2,526	+67.7%	Shares	Sole	2021-08-02
2021-03-31	$204,560	1,506	+6.8%	Shares	Sole	2021-04-30
2020-12-31	$203,251	1,410	0.0%	Shares	Sole	2021-02-11
2020-09-30	$197,273	1,410	0.0%	Shares	Sole	2020-11-12
2020-06-30	$168,889	1,410	0.0%	Shares	Sole	2020-08-11
2020-03-31	$160,204	1,410	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.