Heritage Wealth Advisors

Position in WMT — Walmart Inc.

CIK 1591122 RICHMOND, VA

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$42,478,729

-$4,930,114 QoQ

Shares Held

375,055

-1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.56%

of 13F equity value

Holder Rank

#396

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $44,624,747 across 5 Discount Stores names. WMT ranks #1 (95.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	375,055	$42,478,729
2	COST	Costco Wholesale Corp /New	2,244	$2,099,194
3	DLTR	Dollar Tree, Inc.	150	$18,142
4	TGT	Target Corp	135	$17,632
5	DG	Dollar General Corp	96	$11,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,478,729	375,055	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$47,408,843	381,468	-21.7%	Shares	Sole	2026-05-14
2025-12-31	$54,286,305	487,266	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$51,051,080	495,353	+0.4%	Shares	Sole	2025-11-13
2025-06-30	$48,258,536	493,542	-1.5%	Shares	Sole	2025-08-11
2025-03-31	$43,992,534	501,111	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$45,227,674	500,583	-9.2%	Shares	Sole	2025-02-12
2024-09-30	$44,527,245	551,421	-1.5%	Shares	Sole	2024-11-12
2024-06-30	$37,904,735	559,810	+2.0%	Shares	Sole	2024-12-12
2024-03-31	$33,018,167	548,748	+205.3%	Shares	Sole	2024-12-12
2023-12-31	$28,332,542	179,718	+0.1%	Shares	Sole	2024-12-12
2023-09-30	$28,710,153	179,517	-4.5%	Shares	Sole	2024-12-12
2023-06-30	$29,543,691	187,961	+0.9%	Shares	Sole	2024-12-12
2023-03-31	$27,460,203	186,234	+6.0%	Shares	Sole	2023-05-04
2022-12-31	$24,911,918	175,696	+3.1%	Shares	Sole	2024-12-12
2022-09-30	$22,094,118	170,348	+8.0%	Shares	Sole	2024-12-12
2022-06-30	$19,175,856	157,722	+21.3%	Shares	Sole	2022-08-04
2022-03-31	$19,358,259	129,991	+8.4%	Shares	Sole	2022-05-11
2021-12-31	$17,350,790	119,917	+7.9%	Shares	Sole	2022-03-28
2021-09-30	$15,493,480	111,160	+5.3%	Shares	Sole	2021-11-02
2021-06-30	$14,886,081	105,560	+16.3%	Shares	Sole	2021-08-09
2021-03-31	$12,330,792	90,781	+27.1%	Shares	Sole	2021-04-27
2020-12-31	$10,292,021	71,398	-0.6%	Shares	Sole	2021-02-01
2020-09-30	$10,050,581	71,836	+0.0%	Shares	Sole	2020-11-03
2020-06-30	$8,603,445	71,827	+24.1%	Shares	Sole	2020-07-17
2020-03-31	$6,576,433	57,881	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.