Perigon Wealth Management, LLC

Position in WMT — Walmart Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in WMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$16,295,622

-$1,619,837 QoQ

Shares Held

143,878

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#679

of 4,382 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $39,323,548 across 5 Discount Stores names. WMT ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	22,257	$20,820,755
2	WMT	Walmart Inc. This page	143,878	$16,295,622
3	TGT	Target Corp	10,731	$1,401,575
4	DG	Dollar General Corp	5,207	$599,377
5	DLTR	Dollar Tree, Inc.	1,705	$206,219

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,295,622	143,878	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$17,915,459	144,154	-3.3%	Shares	Sole	2026-04-10
2025-12-31	$16,612,345	149,110	-14.6%	Shares	Sole	2026-01-16
2025-09-30	$17,989,741	174,556	+26.9%	Shares	Sole	2025-10-17
2025-06-30	$13,446,607	137,519	-0.8%	Shares	Sole	2025-07-16
2025-03-31	$12,170,591	138,633	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$12,600,572	139,464	+1.0%	Shares	Sole	2025-01-22
2024-09-30	$11,145,680	138,027	+231.6%	Shares	Sole	2024-10-16
2023-12-31	$6,561,235	41,619	+0.4%	Shares	Sole	2024-01-29
2023-09-30	$6,626,859	41,436	+4.0%	Shares	Sole	2023-10-30
2023-06-30	$6,261,575	39,837	+137.5%	Shares	Sole	2023-08-02
2023-03-31	$2,473,178	16,773	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$2,376,398	16,760	+51.5%	Shares	Sole	2023-05-01
2022-09-30	$1,434,869	11,063	-1.7%	Shares	Sole	2022-12-13
2022-06-30	$1,367,654	11,249	+9.9%	Shares	Sole	2022-08-11
2022-03-31	$1,524,494	10,237	-15.0%	Shares	Sole	2022-05-16
2021-12-31	$1,743,369	12,049	+14.9%	Shares	Sole	2022-02-11
2021-09-30	$1,461,259	10,484	+22.1%	Shares	Sole	2021-11-01
2021-06-30	$1,210,939	8,587	-16.9%	Shares	Sole	2021-07-19
2021-03-31	$1,403,939	10,336	+25.2%	Shares	Sole	2021-05-17
2020-12-31	$1,190,390	8,258	+95.0%	Shares	Sole	2021-01-28
2020-09-30	$592,379	4,234	-24.5%	Shares	Sole	2020-11-03
2020-06-30	$671,487	5,606	+11.6%	Shares	Sole	2020-07-29
2020-03-31	$570,939	5,025	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.