EADS & HEALD WEALTH MANAGEMENT

Position in WMT — Walmart Inc.

CIK 1035912 ATLANTA, GA

Position in WMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,561,913

-$577,108 QoQ

Shares Held

31,449

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#1,534

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

EADS & HEALD WEALTH MANAGEMENT holds $7,424,118 across 3 Discount Stores names. WMT ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	31,449	$3,561,913
2	COST	Costco Wholesale Corp /New	3,323	$3,108,566
3	DLTR	Dollar Tree, Inc.	6,231	$753,639

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,561,913	31,449	-5.6%	Shares	Sole	2026-07-31
2026-03-31	$4,139,021	33,304	-5.9%	Shares	Sole	2026-04-29
2025-12-31	$3,942,020	35,383	-4.1%	Shares	Sole	2026-01-29
2025-09-30	$3,801,780	36,889	-1.3%	Shares	Sole	2025-10-22
2025-06-30	$3,654,331	37,373	-6.0%	Shares	Sole	2025-07-22
2025-03-31	$3,489,652	39,750	-6.0%	Shares	Sole	2025-04-25
2024-12-31	$3,819,365	42,273	-5.4%	Shares	Sole	2025-01-17
2024-09-30	$3,609,848	44,704	-3.7%	Shares	Sole	2024-10-28
2024-06-30	$3,144,046	46,434	-3.7%	Shares	Sole	2024-07-23
2024-03-31	$2,899,953	48,196	+181.3%	Shares	Sole	2024-04-23
2023-12-31	$2,701,490	17,136	+0.6%	Shares	Sole	2024-01-30
2023-09-30	$2,722,968	17,026	-1.9%	Shares	Sole	2023-10-27
2023-06-30	$2,729,114	17,363	-4.8%	Shares	Sole	2023-07-25
2023-03-31	$2,688,013	18,230	+2.9%	Shares	Sole	2023-04-21
2022-12-31	$2,511,524	17,713	+1.3%	Shares	Sole	2023-01-27
2022-09-30	$2,268,840	17,493	+2.0%	Shares	Sole	2022-10-27
2022-06-30	$2,085,220	17,151	+0.7%	Shares	Sole	2022-07-26
2022-03-31	$2,536,256	17,031	-0.4%	Shares	Sole	2022-04-27
2021-12-31	$2,474,922	17,105	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$2,382,004	17,090	+0.6%	Shares	Sole	2021-10-27
2021-06-30	$2,395,931	16,990	-0.6%	Shares	Sole	2021-07-30
2021-03-31	$2,322,830	17,101	+1.1%	Shares	Sole	2021-04-29
2020-12-31	$2,437,432	16,909	+0.1%	Shares	Sole	2021-02-02
2020-09-30	$2,364,480	16,900	-8.4%	Shares	Sole	2020-11-02
2020-06-30	$2,210,421	18,454	-0.9%	Shares	Sole	2020-07-29
2020-03-31	$2,116,397	18,627	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.