Sigma Planning Corp

Position in WMT — Walmart Inc.

CIK 1449126 ANN ARBOR, MI

Position in WMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,334,666

-$1,104,184 QoQ

Shares Held

117,735

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#768

of 4,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sigma Planning Corp holds $28,844,109 across 3 Discount Stores names. WMT ranks #2 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	15,730	$14,714,943
2	WMT	Walmart Inc. This page	117,735	$13,334,666
3	TGT	Target Corp	6,083	$794,500

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,334,666	117,735	+1.3%	Shares	Sole	2026-08-07
2026-03-31	$14,438,850	116,180	+3.6%	Shares	Sole	2026-05-04
2025-12-31	$12,490,843	112,116	+2.6%	Shares	Sole	2026-01-30
2025-09-30	$11,260,026	109,257	-0.6%	Shares	Sole	2025-11-10
2025-06-30	$10,750,128	109,942	-5.7%	Shares	Sole	2025-08-05
2025-03-31	$10,240,440	116,647	+7.5%	Shares	Sole	2025-05-02
2024-12-31	$9,802,613	108,496	-16.4%	Shares	Sole	2025-02-03
2024-09-30	$10,479,412	129,776	-3.5%	Shares	Sole	2024-11-04
2024-06-30	$9,101,509	134,419	-2.6%	Shares	Sole	2024-08-06
2024-03-31	$8,306,047	138,043	+482.8%	Shares	Sole	2024-05-02
2023-12-31	$3,734,097	23,686	-46.0%	Shares	Sole	2024-02-01
2023-09-30	$7,011,331	43,840	-1.1%	Shares	Sole	2023-11-06
2023-06-30	$6,964,484	44,309	-17.7%	Shares	Sole	2023-08-02
2023-03-31	$7,938,708	53,840	-3.2%	Shares	Sole	2023-05-08
2022-12-31	$7,889,190	55,640	-0.7%	Shares	Sole	2023-01-24
2022-09-30	$7,264,102	56,007	+3.3%	Shares	Sole	2022-11-10
2022-06-30	$6,592,680	54,225	-14.4%	Shares	Sole	2022-08-11
2022-03-31	$9,432,443	63,339	-12.0%	Shares	Sole	2022-04-20
2021-12-31	$10,409,722	71,945	-4.0%	Shares	Sole	2022-02-02
2021-09-30	$10,441,373	74,913	+3.0%	Shares	Sole	2021-10-28
2021-06-30	$10,258,366	72,744	-13.1%	Shares	Sole	2021-08-13
2021-03-31	$11,372,918	83,729	+11.8%	Shares	Sole	2021-05-06
2020-12-31	$10,798,997	74,915	-6.4%	Shares	Sole	2021-02-09
2020-09-30	$11,194,067	80,009	+38.2%	Shares	Sole	2020-11-03
2020-06-30	$6,935,507	57,902	+11.5%	Shares	Sole	2020-07-31
2020-03-31	$5,902,667	51,951	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.