ALBION FINANCIAL GROUP /UT

Position in WMT — Walmart Inc.

CIK 1054677 SALT LAKE CITY, UT

Position in WMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$173,740

+$20,503 QoQ

Shares Held

1,534

+24.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#4,187

of 4,373 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $24,921,829 across 5 Discount Stores names. WMT ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	21,987	$20,568,178
2	TGT	Target Corp	31,987	$4,177,822
3	WMT	Walmart Inc. This page	1,534	$173,740
4	BJ	BJ's Wholesale Club Holdings, Inc.	20	$1,744
5	DG	Dollar General Corp	3	$345

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$173,740	1,534	+24.4%	Shares	Sole	2026-07-22
2026-03-31	$153,237	1,233	+26.1%	Shares	Sole	2026-04-27
2025-12-31	$108,958	978	-5.4%	Shares	Sole	2026-01-21
2025-09-30	$106,564	1,034	+3033.3%	Shares	Sole	2025-10-20
2025-06-30	$3,226	33	0.0%	Shares	Sole	2025-07-17
2025-03-31	$2,897	33	0.0%	Shares	Sole	2025-04-25
2024-12-31	$2,981	33	-96.6%	Shares	Sole	2025-01-17
2023-09-30	$155,611	973	+85.3%	Shares	Sole	2023-11-01
2023-06-30	$82,519	525	0.0%	Shares	Sole	2023-07-25
2023-03-31	$77,411	525	0.0%	Shares	Sole	2023-04-18
2022-12-31	$74,439	525	-1.9%	Shares	Sole	2023-02-03
2022-09-30	$69,389	535	+5250.0%	Shares	Sole	2022-10-27
2022-06-30	$1,215	10	-85.3%	Shares	Sole	2022-07-29
2022-03-31	$10,126	68	+240.0%	Shares	Sole	2022-05-09
2021-12-31	$2,893	20	-98.0%	Shares	Sole	2022-02-15
2021-09-30	$140,773	1,010	0.0%	Shares	Sole	2021-10-19
2021-06-30	$142,430	1,010	+431.6%	Shares	Sole	2021-08-12
2020-12-31	$27,388	190	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.