Gradient Investments LLC

Position in WMT — Walmart Inc.

CIK 1542265 ARDEN HILLS, MN

Position in WMT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$43,920,415

-$3,691,004 QoQ

Shares Held

387,784

+1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#386

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

Gradient Investments LLC holds $120,517,080 across 4 Discount Stores names. WMT ranks #2 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	381,676	$49,850,702
2	WMT	Walmart Inc. This page	387,784	$43,920,415
3	COST	Costco Wholesale Corp /New	27,585	$25,804,939
4	DG	Dollar General Corp	8,175	$941,024

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,920,415	387,784	+1.2%	Shares	Sole	2026-07-08
2026-03-31	$47,611,419	383,098	-6.2%	Shares	Sole	2026-04-13
2025-12-31	$45,512,544	408,514	-2.9%	Shares	Sole	2026-01-08
2025-09-30	$43,357,032	420,697	+6.0%	Shares	Sole	2025-10-06
2025-06-30	$38,789,521	396,702	-2.8%	Shares	Sole	2025-07-08
2025-03-31	$35,812,086	407,929	+14.5%	Shares	Sole	2025-04-09
2024-12-31	$32,190,078	356,282	-9.5%	Shares	Sole	2025-01-21
2024-09-30	$31,776,174	393,513	-2.3%	Shares	Sole	2024-10-15
2024-06-30	$27,260,046	402,600	+5.3%	Shares	Sole	2024-07-18
2024-03-31	$23,007,503	382,375	+229.4%	Shares	Sole	2024-04-23
2023-12-31	$18,302,849	116,098	+11.6%	Shares	Sole	2024-01-18
2023-09-30	$16,633,999	104,008	+8.0%	Shares	Sole	2023-10-27
2023-06-30	$15,133,752	96,283	+1.6%	Shares	Sole	2023-07-11
2023-03-31	$13,975,311	94,780	+33.3%	Shares	Sole	2023-04-17
2022-12-31	$10,081,687	71,103	-60.3%	Shares	Sole	2023-01-10
2022-09-30	$23,248,058	179,245	+1.8%	Shares	Sole	2022-10-14
2022-06-30	$21,398,097	176,000	-6.6%	Shares	Sole	2022-07-11
2022-03-31	$28,051,911	188,369	-0.2%	Shares	Sole	2022-05-26
2021-12-31	$27,311,539	188,759	+6.3%	Shares	Sole	2022-01-12
2021-09-30	$24,749,706	177,570	+30.3%	Shares	Sole	2021-10-18
2021-06-30	$19,216,950	136,271	+4.2%	Shares	Sole	2021-07-12
2021-03-31	$17,758,563	130,741	+24.7%	Shares	Sole	2021-04-21
2020-12-31	$15,111,388	104,831	-1.1%	Shares	Sole	2021-01-08
2020-09-30	$14,837,046	106,047	+5.2%	Shares	Sole	2020-10-06
2020-06-30	$12,068,923	100,759	-12.4%	Shares	Sole	2020-07-10
2020-03-31	$13,070,946	115,041	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.