Sowell Financial Services LLC

Position in WMT — Walmart Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in WMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$15,210,251

-$2,164,341 QoQ

Shares Held

134,295

-3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#717

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sowell Financial Services LLC holds $35,291,433 across 4 Discount Stores names. WMT ranks #2 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	18,885	$17,666,350
2	WMT	Walmart Inc. This page	134,295	$15,210,251
3	TGT	Target Corp	14,708	$1,921,011
4	DG	Dollar General Corp	4,290	$493,821

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,210,251	134,295	-3.9%	Shares	Sole	2026-07-20
2026-03-31	$17,374,592	139,802	+0.9%	Shares	Sole	2026-04-20
2025-12-31	$15,433,738	138,531	-0.6%	Shares	Sole	2026-01-21
2025-09-30	$14,365,636	139,391	-3.0%	Shares	Sole	2025-10-17
2025-06-30	$14,045,216	143,641	-0.5%	Shares	Sole	2025-07-14
2025-03-31	$12,672,486	144,350	-3.8%	Shares	Sole	2025-04-17
2024-12-31	$13,558,734	150,069	+20.7%	Shares	Sole	2025-02-07
2024-09-30	$10,042,796	124,369	-0.6%	Shares	Sole	2024-10-04
2024-06-30	$8,475,396	125,172	-5.1%	Shares	Sole	2024-08-13
2024-03-31	$7,935,580	131,886	+136.5%	Shares	Sole	2024-05-03
2023-12-31	$8,792,928	55,775	-2.1%	Shares	Sole	2024-01-24
2023-09-30	$9,108,493	56,953	-84.2%	Shares	Sole	2023-11-08
2023-06-30	$56,558,986	359,836	+74.2%	Shares	Sole	2023-08-14
2023-03-31	$30,460,663	206,583	-35.3%	Shares	Sole	2023-05-12
2022-12-31	$45,251,112	319,142	-6.4%	Shares	Sole	2023-02-09
2022-09-30	$44,216,900	340,917	+0.4%	Shares	Sole	2022-11-15
2022-06-30	$41,280,334	339,532	+1120.5%	Shares	Sole	2022-08-15
2022-03-31	$4,142,954	27,820	-90.2%	Shares	Sole	2022-05-13
2021-12-31	$41,102,811	284,075	+9.1%	Shares	Sole	2022-02-09
2021-09-30	$36,283,122	260,318	-17.0%	Shares	Sole	2021-11-04
2021-06-30	$44,228,416	313,632	+3.0%	Shares	Sole	2021-08-05
2021-03-31	$41,365,155	304,536	+77.9%	Shares	Sole	2021-05-07
2020-12-31	$24,679,777	171,209	+48.2%	Shares	Sole	2021-01-13
2020-09-30	$16,159,476	115,499	+9.2%	Shares	Sole	2020-11-12
2020-06-30	$12,671,057	105,786	+4.4%	Shares	Sole	2020-08-13
2020-03-31	$11,510,604	101,308	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.