Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in WMT — Walmart Inc.
CIK 1510434
Seattle, WA
Position in WMT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,074,881
-$1,831,581 QoQ
Shares Held
177,246
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#588
of 4,381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $43,959,792 across 6 Discount Stores names. WMT ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
23,649 | $22,122,929 | |
| 2 | WMT |
Walmart Inc.
This page
|
177,246 | $20,074,881 | |
| 3 | TGT |
Target Corp
|
4,833 | $631,237 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
4,900 | $592,654 | |
| 5 | DG |
Dollar General Corp
|
2,478 | $285,241 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
2,899 | $252,850 |
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,074,881 | 177,246 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $21,906,462 | 176,267 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,669,880 | 176,554 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $17,895,750 | 173,644 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,190,681 | 226,945 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $16,838,297 | 191,802 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $3,846,289 | 42,571 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,185,668 | 39,451 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,138,214 | 31,579 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,972,974 | 32,790 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,363,672 | 8,650 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,461,920 | 9,141 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,220,816 | 7,767 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,097,470 | 7,443 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,041,872 | 7,348 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,079,751 | 8,325 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $923,036 | 7,592 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $852,269 | 5,723 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,140,446 | 7,882 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,097,199 | 7,872 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $939,898 | 6,665 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $862,656 | 6,351 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $737,183 | 5,114 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $548,307 | 3,919 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $574,225 | 4,794 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $575,257 | 5,063 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||