MV CAPITAL MANAGEMENT, INC.

Position in WMT — Walmart Inc.

CIK 1633366 BETHESDA, MD

Position in WMT

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

Position Value

$6,785,633

-$635,622 QoQ

Shares Held

59,912

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#1,116

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $11,426,459 across 7 Discount Stores names. WMT ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	59,912	$6,785,633
2	COST	Costco Wholesale Corp /New	4,730	$4,424,773
3	DLTR	Dollar Tree, Inc.	1,451	$175,498
4	TGT	Target Corp	146	$19,069
5	DG	Dollar General Corp	161	$18,532
6	BJ	BJ's Wholesale Club Holdings, Inc.	33	$2,878
7	OLLI	Ollie's Bargain Outlet Holdings, Inc.	1	$76

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,785,633	59,912	+0.3%	Shares	Sole	2026-07-30
2026-03-31	$7,421,255	59,714	-1.3%	Shares	Sole	2026-04-30
2025-12-31	$6,739,970	60,497	+1.4%	Shares	Sole	2026-02-23
2025-09-30	$6,148,353	59,658	+3.2%	Shares	Sole	2026-02-23
2025-06-30	$5,649,826	57,781	-2.3%	Shares	Sole	2025-08-08
2025-03-31	$5,189,881	59,117	+2.0%	Shares	Sole	2025-04-15
2024-12-31	$5,237,408	57,968	-0.3%	Shares	Sole	2025-02-12
2024-09-30	$4,695,128	58,144	-1.9%	Shares	Sole	2024-11-04
2024-06-30	$4,015,067	59,298	+0.8%	Shares	Sole	2024-08-01
2024-03-31	$3,539,861	58,831	+226.8%	Shares	Sole	2024-04-18
2023-12-31	$2,838,172	18,003	+1.2%	Shares	Sole	2024-01-29
2023-09-30	$2,843,875	17,782	+1.6%	Shares	Sole	2023-11-07
2023-06-30	$2,750,491	17,499	-4.5%	Shares	Sole	2023-08-03
2023-03-31	$2,702,611	18,329	+6.0%	Shares	Sole	2023-04-26
2022-12-31	$2,450,838	17,285	+2.0%	Shares	Sole	2023-01-27
2022-09-30	$2,197,116	16,940	-3.4%	Shares	Sole	2022-10-24
2022-06-30	$2,132,758	17,542	-2.7%	Shares	Sole	2022-07-19
2022-03-31	$2,686,070	18,037	+2.6%	Shares	Sole	2022-05-09
2021-12-31	$2,544,373	17,585	+20.7%	Shares	Sole	2022-02-02
2021-09-30	$2,031,463	14,575	+5.5%	Shares	Sole	2021-11-12
2021-06-30	$1,948,333	13,816	+6.8%	Shares	Sole	2021-08-03
2021-03-31	$1,756,962	12,935	+19.9%	Shares	Sole	2021-05-12
2020-12-31	$1,555,666	10,792	+20.7%	Shares	Sole	2021-02-08
2020-09-30	$1,251,076	8,942	+25.4%	Shares	Sole	2020-11-12
2020-06-30	$854,151	7,131	+24.0%	Shares	Sole	2020-08-04
2020-03-31	$653,314	5,750	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.