Institute for Wealth Management, LLC.

Position in WMT — Walmart Inc.

CIK 1533954 DENVER, CO

Position in WMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,132,232

-$330,500 QoQ

Shares Held

18,826

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,942

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

Institute for Wealth Management, LLC. holds $11,049,696 across 6 Discount Stores names. WMT ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	8,589	$8,034,751
2	WMT	Walmart Inc. This page	18,826	$2,132,232
3	TGT	Target Corp	1,894	$247,375
4	DG	Dollar General Corp	2,034	$234,133
5	DLTR	Dollar Tree, Inc.	1,828	$221,096
6	BJ	BJ's Wholesale Club Holdings, Inc.	2,065	$180,109

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,132,232	18,826	-5.0%	Shares	Sole	2026-07-28
2026-03-31	$2,462,732	19,816	+0.8%	Shares	Sole	2026-05-14
2025-12-31	$2,190,432	19,661	+0.7%	Shares	Sole	2026-01-27
2025-09-30	$2,012,864	19,531	-3.2%	Shares	Sole	2025-10-17
2025-06-30	$1,972,222	20,170	-2.7%	Shares	Sole	2025-07-18
2025-03-31	$1,820,325	20,735	-2.0%	Shares	Sole	2025-04-21
2024-12-31	$1,912,348	21,166	-0.2%	Shares	Sole	2025-01-23
2024-09-30	$1,713,272	21,217	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$1,459,489	21,555	+10.9%	Shares	Sole	2024-07-25
2024-03-31	$1,169,464	19,436	+217.1%	Shares	Sole	2024-04-30
2023-12-31	$966,236	6,129	-0.4%	Shares	Sole	2024-01-31
2023-09-30	$984,209	6,154	+0.1%	Shares	Sole	2023-10-13
2023-06-30	$966,656	6,150	-1.9%	Shares	Sole	2023-07-25
2023-03-31	$924,658	6,271	+0.6%	Shares	Sole	2023-04-20
2022-12-31	$883,634	6,232	+1.0%	Shares	Sole	2023-02-02
2022-09-30	$800,248	6,170	+5.0%	Shares	Sole	2022-10-18
2022-06-30	$714,161	5,874	-21.9%	Shares	Sole	2022-07-25
2022-03-31	$1,120,623	7,525	+0.1%	Shares	Sole	2022-04-29
2021-12-31	$1,087,490	7,516	+0.1%	Shares	Sole	2022-01-21
2021-09-30	$1,047,022	7,512	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$1,058,496	7,506	+2.4%	Shares	Sole	2021-07-21
2021-03-31	$995,362	7,328	+22.2%	Shares	Sole	2021-05-04
2020-12-31	$864,467	5,997	+35.3%	Shares	Sole	2021-02-01
2020-09-30	$620,221	4,433	+0.8%	Shares	Sole	2020-11-03
2020-06-30	$526,673	4,397	+1.4%	Shares	Sole	2020-07-30
2020-03-31	$492,883	4,338	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.