NAPLES GLOBAL ADVISORS, LLC

Position in WMT — Walmart Inc.

CIK 1582151 NAPLES, FL

Position in WMT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,507,665

-$633,793 QoQ

Shares Held

66,287

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,052

of 4,381 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $14,843,908 across 4 Discount Stores names. WMT ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	66,287	$7,507,665
2	TGT	Target Corp	28,462	$3,717,421
3	COST	Costco Wholesale Corp /New	2,903	$2,715,669
4	DG	Dollar General Corp	7,846	$903,153

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,507,665	66,287	+1.2%	Shares	Sole	2026-07-23
2026-03-31	$8,141,458	65,509	+28.4%	Shares	Sole	2026-04-20
2025-12-31	$5,682,355	51,004	-0.5%	Shares	Sole	2026-02-04
2025-09-30	$5,283,577	51,267	+1.6%	Shares	Sole	2025-10-30
2025-06-30	$4,932,218	50,442	+5.1%	Shares	Sole	2025-07-18
2025-03-31	$4,214,358	48,005	+1.0%	Shares	Sole	2025-04-10
2024-12-31	$4,293,793	47,524	-1.2%	Shares	Sole	2025-01-29
2024-09-30	$3,883,590	48,094	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$3,273,169	48,341	-1.8%	Shares	Sole	2024-07-18
2024-03-31	$2,961,326	49,216	+198.1%	Shares	Sole	2024-04-29
2023-12-31	$2,602,801	16,510	-5.4%	Shares	Sole	2024-01-11
2023-09-30	$2,791,098	17,452	+4.7%	Shares	Sole	2023-10-16
2023-06-30	$2,620,503	16,672	+2.0%	Shares	Sole	2023-07-17
2023-03-31	$2,410,217	16,346	+0.8%	Shares	Sole	2023-04-17
2022-12-31	$2,300,257	16,223	-2.2%	Shares	Sole	2023-04-17
2022-09-30	$2,150,683	16,582	-1.6%	Shares	Sole	2022-10-20
2022-06-30	$2,048,867	16,852	-0.1%	Shares	Sole	2022-08-11
2022-03-31	$2,512,131	16,869	+1.7%	Shares	Sole	2022-04-28
2021-12-31	$2,400,262	16,589	+7.4%	Shares	Sole	2022-02-04
2021-06-30	$2,178,337	15,447	+4.9%	Shares	Sole	2021-08-06
2021-03-31	$2,000,641	14,729	+18.9%	Shares	Sole	2021-05-10
2020-12-31	$1,785,874	12,389	-4.5%	Shares	Sole	2021-02-08
2020-09-30	$1,814,494	12,969	+3.3%	Shares	Sole	2020-10-26
2020-06-30	$1,504,318	12,559	+1.1%	Shares	Sole	2020-08-04
2020-03-31	$1,411,613	12,424	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.