LPL Financial LLC

Position in WMT — Walmart Inc.

CIK 1403438 FORT MILL, SC

Back to WMT Full portfolio

Position in WMT

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,106,702,214

+$120,578,993 QoQ

Shares Held

8,904,910

+0.6% QoQ

Ownership

0.112%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5.145801585866674.ToString("F0")% Shared 0.ToString("F0")% None 94.85419841413332.ToString("F0")%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$956,956

PutShares

7,700

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 Mar 31, 2026

LPL Financial LLC holds $2,357,552,477 across 8 Discount Stores names. WMT ranks #2 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,113,122	$1,109,148,154
2	WMT	Walmart Inc. This page	8,904,910	$1,106,702,214
3	TGT	Target Corp	716,792	$86,875,190
4	DG	Dollar General Corp	194,842	$23,133,590
5	BJ	BJ's Wholesale Club Holdings, Inc.	166,221	$16,359,470
6	DLTR	Dollar Tree, Inc.	66,273	$7,257,556
7	OLLI	Ollie's Bargain Outlet Holdings, Inc.	75,453	$6,944,694
8	PSMT	Pricesmart Inc	7,519	$1,131,609

All Filings in WMT

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$956,956	7,700	-99.9%	Put	Sole	2026-05-06
2026-03-31	$1,106,702,214	8,904,910	+68399.3%	Shares	Sole	2026-05-06
2025-12-31	$1,448,330	13,000	-99.9%	Put	Sole	2026-02-11
2025-12-31	$986,123,221	8,851,299	+8.4%	Shares	Sole	2026-02-11
2025-09-30	$841,438,110	8,164,546	+82370.2%	Shares	Sole	2025-11-12
2025-09-30	$1,020,294	9,900	-99.9%	Put	Sole	2025-11-12
2025-06-30	$758,324,185	7,755,412	+82404.4%	Shares	Sole	2025-08-12
2025-06-30	$919,132	9,400	-99.9%	Put	Sole	2025-08-12
2025-03-31	$654,863,008	7,459,426	+87658.0%	Shares	Sole	2025-05-07
2025-03-31	$746,215	8,500	-99.9%	Put	Sole	2025-05-07
2024-12-31	$614,943,422	6,806,236	+58073.0%	Shares	Sole	2025-02-11
2024-12-31	$1,057,095	11,700	-99.8%	Put	Sole	2025-02-11
2024-09-30	$508,746,075	6,300,261	+123434.5%	Shares	Sole	2024-11-08
2024-09-30	$411,825	5,100	+15.9%	Put	Sole	2024-11-08
2024-06-30	$297,924	4,400	-99.9%	Put	Sole	2024-08-07
2024-06-30	$404,576,661	5,975,139	+7.1%	Shares	Sole	2024-08-07
2024-03-31	$335,720,981	5,579,541	+217.6%	Shares	Sole	2024-05-10
2023-12-31	$92,322,940	1,756,859	+6.1%	Shares	Sole	2024-02-14
2023-09-30	$88,311,533	1,656,566	+66162.6%	Shares	Sole	2023-11-13
2023-09-30	$133,275	2,500	-99.8%	Call	Sole	2023-11-13
2023-06-30	$81,040,856	1,546,779	+6.6%	Shares	Sole	2023-07-31
2023-03-31	$71,338,521	1,451,445	+3.4%	Shares	Sole	2023-05-10
2022-12-31	$66,353,655	1,403,915	+2.3%	Shares	Sole	2023-02-07
2022-09-30	$59,306,143	1,371,770	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$56,206,804	1,386,908	+6.7%	Shares	Sole	2022-08-12
2022-03-31	$64,535,822	1,300,077	+3.1%	Shares	Sole	2022-05-16
2021-12-31	$60,826,807	1,261,182	+9.5%	Shares	Sole	2022-02-14
2021-09-30	$53,523,778	1,152,040	+6.1%	Shares	Sole	2021-11-15
2021-06-30	$51,050,310	1,086,022	+2.1%	Shares	Sole	2021-08-13
2021-03-31	$48,162,274	1,063,732	+13.6%	Shares	Sole	2021-05-14
2020-12-31	$44,990,031	936,317	+13.1%	Shares	Sole	2021-02-12
2020-09-30	$38,619,897	828,101	+1.5%	Shares	Sole	2020-11-09
2020-06-30	$32,581,105	816,023	+11.8%	Shares	Sole	2020-08-13
2020-03-31	$27,641,373	729,838	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.