Bragg Financial Advisors, Inc

Position in WMT — Walmart Inc.

CIK 1327055 CHARLOTTE, NC

Position in WMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$24,036,490

-$3,169,023 QoQ

Shares Held

212,224

-3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#527

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $42,453,758 across 3 Discount Stores names. WMT ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	212,224	$24,036,490
2	COST	Costco Wholesale Corp /New	19,444	$18,189,278
3	DLTR	Dollar Tree, Inc.	1,885	$227,990

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,036,490	212,224	-3.1%	Shares	Sole	2026-08-12
2026-03-31	$27,205,513	218,905	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$24,865,263	223,187	-4.0%	Shares	Sole	2026-02-13
2025-09-30	$23,957,739	232,464	-3.0%	Shares	Sole	2025-11-13
2025-06-30	$23,428,772	239,607	-2.4%	Shares	Sole	2025-08-14
2025-03-31	$21,547,353	245,442	-3.0%	Shares	Sole	2025-05-14
2024-12-31	$22,850,689	252,913	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$21,394,147	264,943	-2.4%	Shares	Sole	2024-11-14
2024-06-30	$18,385,973	271,540	-3.8%	Shares	Sole	2024-08-15
2024-03-31	$16,977,988	282,167	+191.8%	Shares	Sole	2024-05-14
2023-12-31	$15,245,227	96,703	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$15,651,229	97,863	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$15,580,143	99,123	+2.4%	Shares	Sole	2023-08-15
2023-03-31	$14,274,339	96,808	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$13,816,149	97,441	+0.4%	Shares	Sole	2023-02-15
2022-09-30	$12,581,668	97,006	+8.6%	Shares	Sole	2022-11-14
2022-06-30	$10,858,440	89,311	+3.6%	Shares	Sole	2022-08-15
2022-03-31	$12,833,478	86,177	+4.7%	Shares	Sole	2022-05-11
2021-12-31	$11,909,723	82,312	0.0%	Shares	Sole	2022-02-14
2021-09-30	$11,472,646	82,312	+2.1%	Shares	Sole	2021-11-15
2021-06-30	$11,373,271	80,650	+0.7%	Shares	Sole	2021-08-16
2021-03-31	$10,881,349	80,110	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$11,521,909	79,930	-1.5%	Shares	Sole	2021-02-11
2020-09-30	$11,355,943	81,166	-3.0%	Shares	Sole	2020-11-13
2020-06-30	$10,019,844	83,652	+0.7%	Shares	Sole	2020-08-14
2020-03-31	$9,438,405	83,070	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.