WestEnd Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1351731 CHARLOTTE, NC

Position in WMT

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

Position Value

$820,568

-$40,229,861 QoQ

Shares Held

7,245

-97.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,852

of 4,382 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

WestEnd Advisors, LLC holds $820,568 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WMT	Walmart Inc. This page	7,245	$820,568

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,568	7,245	-97.8%	Shares	Sole	2026-07-22
2026-03-31	$41,050,429	330,306	-19.2%	Shares	Sole	2026-04-22
2025-12-31	$45,539,840	408,759	-3.4%	Shares	Sole	2026-01-27
2025-09-30	$43,593,967	422,996	-1.6%	Shares	Sole	2025-10-22
2025-06-30	$42,049,897	430,046	-15.9%	Shares	Sole	2025-07-23
2025-03-31	$44,865,430	511,054	-3.2%	Shares	Sole	2025-04-25
2024-12-31	$47,721,514	528,185	-19.5%	Shares	Sole	2025-01-28
2024-09-30	$53,002,765	656,381	-0.2%	Shares	Sole	2024-10-25
2024-06-30	$44,540,382	657,811	-0.0%	Shares	Sole	2024-07-29
2024-03-31	$39,590,235	657,973	+194.9%	Shares	Sole	2024-05-07
2023-12-31	$35,172,660	223,106	-2.3%	Shares	Sole	2024-01-18
2023-09-30	$36,536,648	228,454	+1.4%	Shares	Sole	2023-10-19
2023-06-30	$35,408,073	225,271	-7.5%	Shares	Sole	2023-07-21
2023-03-31	$34,259,565	232,347	—	Principal	Other	2023-04-28
2022-12-31	$34,548,243	243,658	-5.2%	Shares	Sole	2023-01-31
2022-09-30	$33,351,810	257,146	+70158.5%	Shares	Sole	2022-10-27
2020-03-31	$41,584	366	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.