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Equibles

HighTower Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1462245 CHICAGO, IL
Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$326,710,022
-$39,545,996 QoQ
Shares Held
2,884,602
-2.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#105
of 4,407 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$980
PutShares
1,600

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 Jun 30, 2026

HighTower Advisors, LLC holds $843,372,120 across 8 Discount Stores names. WMT ranks #2 (38.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COST
Costco Wholesale Corp /New
 448,285 $419,357,168
2 WMT
Walmart Inc.
This page 		2,884,602 $326,710,022
3 TGT
Target Corp
 586,282 $76,574,292
4 DG
Dollar General Corp
 150,021 $17,268,917
5 DLTR
Dollar Tree, Inc.
 11,607 $1,403,866
6 BJ
BJ's Wholesale Club Holdings, Inc.
 12,329 $1,075,335
7 PSMT
Pricesmart Inc
 3,524 $688,378
8 OLLI
Ollie's Bargain Outlet Holdings, Inc.
 3,826 $294,142

All Filings in WMT

Export CSV
42 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $326,710,022 2,884,602
2026-03-31 $366,256,018 2,947,023
2025-12-31 $326,327,911 2,929,072
2025-09-30 $294,777,777 2,860,254
2025-09-30 $980 1,600
2025-06-30 $273,818,027 2,800,348
2025-06-30 $900 2,500
2025-03-31 $15 500
2025-03-31 $245,405,795 2,795,373
2025-03-31 $5,540 2,000
2024-12-31 $9 200
2024-12-31 $287,676,207 3,184,020
2024-12-31 $5,425 2,500
2024-09-30 $159,962 85,000
2024-09-30 $259,378,124 3,212,113
2024-06-30 $94,955 80,600
2024-06-30 $218,348,905 3,224,766
2024-03-31 $192,090,378 3,192,461
2023-12-31 $1,102 1,800
2023-12-31 $198,353,338 1,258,188
2023-09-30 $199,288,453 1,246,098
2023-06-30 $184,508,612 1,173,869
2023-03-31 $13,375 32,500
2023-03-31 $169,547,594 1,149,865
2022-12-31 $20,701 146
2022-12-31 $163,582,724 1,153,698
2022-09-30 $129 1
2022-09-30 $131,995,199 1,017,697
2022-06-30 $119,246,126 980,803
2022-03-31 $1,042 7
2022-03-31 $184,879,265 1,241,467
2021-12-31 $578 4
2021-12-31 $177,455,195 1,226,451
2021-09-30 $150,462,661 1,079,514
2021-09-30 $1,000 200
2021-06-30 $147,659,608 1,047,082
2021-03-31 $135,917,982 1,000,647
2020-09-30 $92,752,981 662,947
2020-09-30 $13,991 100
2020-06-30 $2,000 200
2020-06-30 $74,306,902 620,361
2020-03-31 $69,614,799 612,699