Avidian Wealth Enterprises, LLC

Position in WMT — Walmart Inc.

CIK 1471474 HOUSTON, TX

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,889,859

-$731,655 QoQ

Shares Held

52,003

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,218

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $13,286,567 across 4 Discount Stores names. WMT ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	52,003	$5,889,859
2	COST	Costco Wholesale Corp /New	4,218	$3,945,812
3	DG	Dollar General Corp	25,689	$2,957,060
4	TGT	Target Corp	3,781	$493,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,889,859	52,003	-2.4%	Shares	Sole	2026-07-24
2026-03-31	$6,621,514	53,279	+14.7%	Shares	Sole	2026-05-07
2025-12-31	$5,176,331	46,462	+15.4%	Shares	Sole	2026-02-02
2025-09-30	$4,148,474	40,253	+2.9%	Shares	Sole	2025-10-30
2025-06-30	$3,826,229	39,131	-4.1%	Shares	Sole	2025-07-30
2025-03-31	$3,582,007	40,802	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$3,664,505	40,559	+2.6%	Shares	Sole	2025-01-29
2024-09-30	$3,191,159	39,519	-3.4%	Shares	Sole	2024-10-30
2024-06-30	$2,770,219	40,913	+1.7%	Shares	Sole	2024-08-06
2024-03-31	$2,420,939	40,235	+209.5%	Shares	Sole	2024-05-03
2023-12-31	$2,049,292	12,999	+10.4%	Shares	Sole	2024-02-06
2023-09-30	$1,883,015	11,774	-28.3%	Shares	Sole	2023-10-13
2023-06-30	$2,581,051	16,421	-24.2%	Shares	Sole	2023-08-03
2023-03-31	$3,195,536	21,672	-0.2%	Shares	Sole	2023-05-08
2022-12-31	$3,078,258	21,710	+50.3%	Shares	Sole	2023-02-06
2022-09-30	$1,873,644	14,446	-3.8%	Shares	Sole	2022-11-03
2022-06-30	$1,825,282	15,013	+56.6%	Shares	Sole	2022-07-29
2022-03-31	$1,427,993	9,589	+1.9%	Shares	Sole	2022-05-10
2021-12-31	$1,361,388	9,409	+5.8%	Shares	Sole	2022-02-14
2021-09-30	$1,238,948	8,889	+4.0%	Shares	Sole	2021-11-10
2021-06-30	$1,205,580	8,549	-0.6%	Shares	Sole	2021-08-09
2021-03-31	$1,168,274	8,601	-7.6%	Shares	Sole	2021-05-05
2020-12-31	$1,342,180	9,311	+16.4%	Shares	Sole	2021-02-09
2020-09-30	$1,118,861	7,997	+6.3%	Shares	Sole	2021-02-03
2020-06-30	$901,105	7,523	+19.0%	Shares	Sole	2020-08-10
2020-03-31	$718,077	6,320	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.