Linscomb Wealth, Inc.

Position in WMT — Walmart Inc.

CIK 1313294 Houston, TX

Back to WMT Full portfolio

Position in WMT

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

Position Value

$1,174,959

-$376,179 QoQ

Shares Held

10,374

-16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,501

of 4,382 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)

Derivatives in WMT

reported options exposure · as of Dec 31, 2021

CallValue

$607,698

CallShares

12,600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $15,479,614 across 4 Discount Stores names. WMT ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp	76,563	$8,813,166
2	COST	Costco Wholesale Corp /New	5,489	$5,134,794
3	WMT	Walmart Inc. This page	10,374	$1,174,959
4	TGT	Target Corp	2,731	$356,695

All Filings in WMT

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,959	10,374	-16.9%	Shares	Sole	2026-07-31
2026-03-31	$1,551,138	12,481	-11.3%	Shares	Sole	2026-05-11
2025-12-31	$1,568,318	14,077	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$1,458,814	14,155	-3.0%	Shares	Sole	2025-11-05
2025-06-30	$1,427,490	14,599	-17.4%	Shares	Sole	2025-08-04
2025-03-31	$1,551,512	17,673	-9.5%	Shares	Sole	2025-05-12
2024-12-31	$1,764,264	19,527	+9.2%	Shares	Sole	2025-02-05
2024-09-30	$1,443,406	17,875	-9.1%	Shares	Sole	2024-11-06
2024-06-30	$1,331,043	19,658	-1.7%	Shares	Sole	2024-08-07
2024-03-31	$1,203,038	19,994	+189.6%	Shares	Sole	2024-05-14
2023-12-31	$1,088,573	6,905	-9.0%	Shares	Sole	2024-02-06
2023-09-30	$1,213,868	7,590	-26.6%	Shares	Sole	2023-10-10
2023-06-30	$1,625,082	10,339	-2.3%	Shares	Sole	2023-08-09
2023-03-31	$1,560,315	10,582	-2.3%	Shares	Sole	2023-05-11
2022-12-31	$1,535,726	10,831	+9.8%	Shares	Sole	2023-02-14
2022-09-30	$1,279,100	9,862	-0.9%	Shares	Sole	2022-11-09
2022-06-30	$1,209,357	9,947	-3.5%	Shares	Sole	2022-08-15
2022-03-31	$1,534,769	10,306	+0.6%	Shares	Sole	2022-05-17
2021-12-31	$607,698	4,200	0.0%	Call	Sole	2022-02-10
2021-12-31	$1,482,638	10,247	+0.3%	Shares	Sole	2022-02-10
2021-09-30	$1,424,602	10,221	-3.2%	Shares	Sole	2021-11-03
2021-09-30	$585,396	4,200	0.0%	Call	Sole	2021-11-03
2021-06-30	$592,284	4,200	0.0%	Call	Sole	2021-08-10
2021-06-30	$1,489,313	10,561	-0.9%	Shares	Sole	2021-08-10
2021-03-31	$1,446,998	10,653	+1.3%	Shares	Sole	2021-05-12
2021-03-31	$570,486	4,200	0.0%	Call	Sole	2021-05-12
2020-12-31	$605,430	4,200	0.0%	Call	Sole	2021-02-11
2020-12-31	$1,516,169	10,518	+7.4%	Shares	Sole	2021-02-11
2020-09-30	$587,622	4,200	—	Call	Sole	2020-11-13
2020-09-30	$1,370,699	9,797	-4.1%	Shares	Sole	2020-11-13
2020-06-30	$1,223,074	10,211	+6.0%	Shares	Sole	2020-08-11
2020-03-31	$1,094,727	9,635	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.