PIN OAK INVESTMENT ADVISORS INC

Position in WMT — Walmart Inc.

CIK 1094584 HOUSTON, TX

Position in WMT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,793,925

-$216,552 QoQ

Shares Held

15,839

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#2,089

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

PIN OAK INVESTMENT ADVISORS INC holds $1,958,583 across 4 Discount Stores names. WMT ranks #1 (91.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	15,839	$1,793,925
2	COST	Costco Wholesale Corp /New	103	$96,353
3	TGT	Target Corp	404	$52,766
4	DG	Dollar General Corp	135	$15,539

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,793,925	15,839	-2.1%	Shares	Sole	2026-08-18
2026-03-31	$2,010,477	16,177	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$2,132	16,252	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$1,672,766	16,231	-1.9%	Shares	Sole	2025-11-17
2025-06-30	$1,451	16,537	-0.6%	Shares	Sole	2025-08-11
2025-03-31	$1,460,562	16,637	+4.4%	Shares	Sole	2025-05-07
2024-12-31	$1,287	15,937	0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,286,912	15,937	-12.8%	Shares	Sole	2024-11-14
2024-06-30	$1,237,400	18,275	+2.5%	Shares	Sole	2024-08-14
2024-03-31	$1,073,252	17,837	+189.3%	Shares	Sole	2024-05-14
2023-12-31	$972,069	6,166	+1.6%	Shares	Sole	2024-02-14
2023-09-30	$970,135	6,066	0.0%	Shares	Sole	2023-11-15
2023-06-30	$953,453	6,066	-4.7%	Shares	Sole	2023-08-15
2023-03-31	$938,666	6,366	-5.0%	Shares	Sole	2023-05-11
2022-12-31	$950,134	6,701	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$859,910	6,630	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$817,869	6,727	-3.8%	Shares	Sole	2022-08-12
2022-03-31	$1,041,099	6,991	-1.1%	Shares	Sole	2022-05-13
2021-12-31	$1,023,102	7,071	+0.8%	Shares	Sole	2022-02-14
2021-09-30	$977,890	7,016	0.0%	Shares	Sole	2021-11-15
2021-06-30	$989,397	7,016	+3.8%	Shares	Sole	2021-08-16
2021-03-31	$917,668	6,756	-1.2%	Shares	Sole	2021-05-12
2020-12-31	$985,409	6,836	+3.6%	Shares	Sole	2021-02-19
2020-09-30	$923,126	6,598	-17.8%	Shares	Sole	2020-11-17
2020-06-30	$960,875	8,022	-5.9%	Shares	Sole	2020-08-14
2020-03-31	$969,064	8,529	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.