ZACKS INVESTMENT MANAGEMENT

Position in WMT — Walmart Inc.

CIK 1086483 Chicago, IL

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$237,024,298

-$22,493,966 QoQ

Shares Held

2,092,745

+0.2% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#141

of 4,378 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $301,766,984 across 4 Discount Stores names. WMT ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	2,092,745	$237,024,298
2	COST	Costco Wholesale Corp /New	41,881	$39,178,419
3	TGT	Target Corp	103,878	$13,567,505
4	BJ	BJ's Wholesale Club Holdings, Inc.	137,546	$11,996,762

All Filings in WMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,024,298	2,092,745	+0.2%	Shares	Sole	2026-08-13
2026-03-31	$259,518,264	2,088,174	-1.6%	Shares	Sole	2026-05-14
2025-12-31	$236,529,668	2,123,056	+3.3%	Shares	Sole	2026-02-17
2025-09-30	$211,875,797	2,055,849	+1.4%	Shares	Sole	2025-11-14
2025-06-30	$198,169,161	2,026,684	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$177,308,058	2,019,684	+2.8%	Shares	Sole	2025-05-14
2024-12-31	$177,555,458	1,965,196	-10.5%	Shares	Sole	2025-02-13
2024-09-30	$177,216,372	2,194,630	+10.9%	Shares	Sole	2024-11-14
2024-06-30	$133,972,495	1,978,622	+4.4%	Shares	Sole	2024-08-14
2024-03-31	$114,009,574	1,894,791	+206.5%	Shares	Sole	2024-05-15
2023-12-31	$97,465,220	618,238	-32.5%	Shares	Sole	2024-02-14
2023-09-30	$146,488,683	915,955	+0.5%	Shares	Sole	2023-11-14
2023-06-30	$143,247,788	911,362	+1.1%	Shares	Sole	2023-08-15
2023-03-31	$132,930,156	901,527	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$124,948,521	881,223	+6.0%	Shares	Sole	2023-02-14
2022-09-30	$107,854,545	831,570	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$98,951,611	813,880	+5.6%	Shares	Sole	2022-08-15
2022-03-31	$114,826,701	771,063	+6.1%	Shares	Sole	2022-05-13
2021-12-31	$105,180,514	726,937	+1.0%	Shares	Sole	2022-02-15
2021-09-30	$100,342,310	719,919	+2.5%	Shares	Sole	2021-11-15
2021-06-30	$98,998,930	702,020	+5.3%	Shares	Sole	2021-08-16
2021-03-31	$90,594,465	666,969	-9.0%	Shares	Sole	2021-05-17
2020-12-31	$105,595,496	732,539	-12.6%	Shares	Sole	2021-02-16
2020-09-30	$117,259,494	838,106	+9.1%	Shares	Sole	2020-11-16
2020-06-30	$92,002,735	768,097	-4.2%	Shares	Sole	2020-08-14
2020-03-31	$91,117,137	801,947	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.