Plante Moran Financial Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1424717 SOUTHFIELD, MI

Position in WMT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$420,307

-$315,430 QoQ

Shares Held

3,711

-37.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,521

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

Plante Moran Financial Advisors, LLC holds $1,737,144 across 6 Discount Stores names. WMT ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,392	$1,302,174
2	WMT	Walmart Inc. This page	3,711	$420,307
3	TGT	Target Corp	103	$13,452
4	PSMT	Pricesmart Inc	5	$976
5	DLTR	Dollar Tree, Inc.	1	$120
6	DG	Dollar General Corp	1	$115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,307	3,711	-37.3%	Shares	Sole	2026-08-06
2026-03-31	$735,737	5,920	+152.6%	Shares	Sole	2026-05-05
2025-12-31	$261,145	2,344	-14.7%	Shares	Sole	2026-02-05
2025-09-30	$283,311	2,749	-45.7%	Shares	Sole	2025-11-05
2025-06-30	$495,157	5,064	+1.6%	Shares	Sole	2025-08-05
2025-03-31	$437,369	4,982	+13.7%	Shares	Sole	2025-05-08
2024-12-31	$395,913	4,382	-4.9%	Shares	Sole	2025-02-05
2024-09-30	$372,176	4,609	-0.5%	Shares	Sole	2024-10-30
2024-06-30	$313,632	4,632	-3.9%	Shares	Sole	2024-08-12
2024-03-31	$289,899	4,818	+130.1%	Shares	Sole	2024-05-09
2023-12-31	$330,119	2,094	-13.6%	Shares	Sole	2024-02-05
2023-09-30	$387,830	2,425	-2.2%	Shares	Sole	2023-11-07
2023-06-30	$389,806	2,480	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$367,297	2,491	-2.4%	Shares	Sole	2023-05-08
2022-12-31	$361,706	2,551	+1.3%	Shares	Sole	2023-02-09
2022-09-30	$326,584	2,518	-10.1%	Shares	Sole	2022-11-02
2022-06-30	$340,667	2,802	-2.2%	Shares	Sole	2022-08-02
2022-03-31	$426,655	2,865	-10.6%	Shares	Sole	2022-05-06
2021-12-31	$463,731	3,205	-6.6%	Shares	Sole	2022-02-09
2021-09-30	$478,212	3,431	+28.0%	Shares	Sole	2021-11-08
2021-06-30	$378,074	2,681	-30.2%	Shares	Sole	2021-08-10
2021-03-31	$521,587	3,840	+1.5%	Shares	Sole	2021-05-13
2020-12-31	$545,463	3,784	-13.7%	Shares	Sole	2021-02-09
2020-09-30	$613,365	4,384	+2.6%	Shares	Sole	2020-11-12
2020-06-30	$511,700	4,272	-10.6%	Shares	Sole	2020-08-10
2020-03-31	$542,875	4,778	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.