ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Position in WMT — Walmart Inc.

CIK 1018561 Reston, VA

Position in WMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$303,876

-$63,247 QoQ

Shares Held

2,683

-9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,826

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $760,470 across 3 Discount Stores names. WMT ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	2,683	$303,876
2	COST	Costco Wholesale Corp /New	267	$249,770
3	DLTR	Dollar Tree, Inc.	1,710	$206,824

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,876	2,683	-9.2%	Shares	Sole	2026-07-20
2026-03-31	$367,123	2,954	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$330,664	2,968	-21.0%	Shares	Sole	2026-02-03
2025-09-30	$387,093	3,756	+5.5%	Shares	Sole	2025-10-24
2025-06-30	$348,096	3,560	-1.4%	Shares	Sole	2025-07-28
2025-03-31	$316,921	3,610	-15.2%	Shares	Sole	2025-04-29
2024-12-31	$384,800	4,259	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$346,336	4,289	-2.4%	Shares	Sole	2024-11-01
2024-06-30	$297,450	4,393	+7.3%	Shares	Sole	2024-08-01
2024-03-31	$246,396	4,095	+27.7%	Shares	Sole	2024-05-08
2023-12-31	$505,583	3,207	+0.5%	Shares	Sole	2024-01-17
2023-09-30	$510,336	3,191	+5.8%	Shares	Sole	2023-10-10
2023-06-30	$473,897	3,015	+2.1%	Shares	Sole	2023-07-20
2023-03-31	$435,567	2,954	+9.8%	Shares	Sole	2023-04-26
2022-12-31	$381,414	2,690	+0.2%	Shares	Sole	2023-01-20
2022-09-30	$348,244	2,685	-0.7%	Shares	Sole	2022-10-12
2022-06-30	$328,631	2,703	+2.3%	Shares	Sole	2022-07-12
2022-03-31	$393,297	2,641	-5.1%	Shares	Sole	2022-04-18
2021-12-31	$402,527	2,782	+1.3%	Shares	Sole	2022-01-31
2021-09-30	$382,598	2,745	-25.9%	Shares	Sole	2021-11-15
2021-06-30	$522,338	3,704	+3.2%	Shares	Sole	2021-07-23
2021-03-31	$487,358	3,588	+7.2%	Shares	Sole	2021-04-12
2020-12-31	$482,470	3,347	+0.3%	Shares	Sole	2021-01-25
2020-09-30	$466,880	3,337	+4.7%	Shares	Sole	2020-10-15
2020-06-30	$381,739	3,187	+0.9%	Shares	Sole	2020-07-10
2020-03-31	$358,925	3,159	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.