West Family Investments, Inc.

Position in WMT — Walmart Inc.

CIK 1568303 CARLSBAD, CA

Position in WMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,551,662

-$405,250 QoQ

Shares Held

13,700

-13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,229

of 4,382 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $3,105,915 across 4 Discount Stores names. WMT ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	13,700	$1,551,662
2	COST	Costco Wholesale Corp /New	984	$920,502
3	DG	Dollar General Corp	3,463	$398,625
4	DLTR	Dollar Tree, Inc.	1,944	$235,126

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,551,662	13,700	-13.0%	Shares	Sole	2026-08-10
2026-03-31	$1,956,912	15,746	-48.2%	Shares	Sole	2026-05-07
2025-12-31	$3,385,861	30,391	-6.6%	Shares	Sole	2026-02-11
2025-09-30	$3,352,335	32,528	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$3,216,864	32,899	+18.4%	Shares	Sole	2025-08-13
2025-03-31	$2,439,508	27,788	-1.6%	Shares	Sole	2025-05-02
2024-12-31	$2,550,941	28,234	-2.2%	Shares	Sole	2025-02-07
2024-09-30	$2,331,414	28,872	+5.6%	Shares	Sole	2024-11-08
2024-06-30	$1,851,462	27,344	+0.5%	Shares	Sole	2024-08-05
2024-03-31	$1,636,864	27,204	+202.4%	Shares	Sole	2024-05-13
2023-12-31	$1,418,377	8,997	-0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,439,370	9,000	-1.3%	Shares	Sole	2023-11-02
2023-06-30	$1,432,851	9,116	0.0%	Shares	Sole	2023-08-16
2023-03-31	$1,344,154	9,116	-0.7%	Shares	Sole	2023-05-03
2022-12-31	$1,301,347	9,178	+1.9%	Shares	Sole	2023-02-08
2022-09-30	$1,167,947	9,005	+3.4%	Shares	Sole	2022-11-04
2022-06-30	$1,058,476	8,706	+15.7%	Shares	Sole	2022-08-12
2022-03-31	$1,120,176	7,522	-34.0%	Shares	Sole	2022-05-13
2021-12-31	$1,648,453	11,393	-7.9%	Shares	Sole	2022-02-15
2021-09-30	$1,723,294	12,364	+14.9%	Shares	Sole	2022-02-15
2021-06-30	$1,517,658	10,762	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.