EP Wealth Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1540569 TORRANCE, CA

Position in WMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$38,257,755

+$7,976,064 QoQ

Shares Held

337,787

+38.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#420

of 4,381 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $188,304,818 across 5 Discount Stores names. WMT ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	155,825	$145,769,612
2	WMT	Walmart Inc. This page	337,787	$38,257,755
3	TGT	Target Corp	21,357	$2,789,437
4	DG	Dollar General Corp	7,565	$870,807
5	DLTR	Dollar Tree, Inc.	5,103	$617,207

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,257,755	337,787	+38.6%	Shares	Sole	2026-08-12
2026-03-31	$30,281,691	243,657	+9.6%	Shares	Sole	2026-05-14
2025-12-31	$24,758,978	222,233	+1.3%	Shares	Sole	2026-02-18
2025-06-30	$21,456,354	219,435	+20.1%	Shares	Sole	2025-08-14
2025-03-31	$16,039,496	182,703	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$16,231,377	179,650	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$13,988,403	173,231	+5.5%	Shares	Sole	2024-11-15
2024-06-30	$11,114,122	164,143	+11.2%	Shares	Sole	2024-08-19
2024-03-31	$8,880,971	147,598	+209.4%	Shares	Sole	2024-05-14
2023-12-31	$7,521,008	47,707	+10.6%	Shares	Sole	2024-02-28
2023-09-30	$6,899,380	43,140	-99.2%	Shares	Sole	2023-11-24
2023-06-30	$6,878,761	5,539,353	+75677.7%	Shares	Sole	2023-08-14
2023-03-31	$1,077,859	7,310	-71.9%	Shares	Sole	2023-06-05
2022-12-31	$3,682,141	25,969	+2.3%	Shares	Sole	2023-06-12
2022-09-30	$3,291,005	25,374	-12.2%	Shares	Sole	2022-12-02
2022-06-30	$3,514,880	28,910	+7.3%	Shares	Sole	2022-08-11
2022-03-31	$4,013,840	26,953	+2.1%	Shares	Sole	2022-05-20
2021-12-31	$3,819,816	26,400	+7.7%	Shares	Sole	2022-02-17
2021-06-30	$3,456,825	24,513	+4.6%	Shares	Sole	2021-08-24
2021-03-31	$3,182,635	23,431	+5.3%	Shares	Sole	2021-05-17
2020-12-31	$3,207,481	22,251	+1.9%	Shares	Sole	2021-02-18
2020-09-30	$3,053,817	21,827	-0.2%	Shares	Sole	2020-11-17
2020-06-30	$2,620,668	21,879	-3.2%	Shares	Sole	2020-08-14
2020-03-31	$2,568,718	22,608	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.