TRUST POINT INC.

Position in WMT — Walmart Inc.

CIK 1635633 LA CROSSE, WI

Position in WMT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,028,715

-$483,183 QoQ

Shares Held

53,229

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#1,200

of 4,373 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Defensive · as of Jun 30, 2026

TRUST POINT INC. holds $8,313,452 across 3 Discount Stores names. WMT ranks #1 (72.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	53,229	$6,028,715
2	COST	Costco Wholesale Corp /New	2,187	$2,045,872
3	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,107	$238,865

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,028,715	53,229	+1.6%	Shares	Sole	2026-07-08
2026-03-31	$6,511,898	52,397	-4.9%	Shares	Sole	2026-04-15
2025-12-31	$6,139,470	55,107	-0.7%	Shares	Sole	2026-01-13
2025-09-30	$5,718,489	55,487	-8.0%	Shares	Sole	2025-10-10
2025-06-30	$5,900,435	60,344	+12.7%	Shares	Sole	2025-07-10
2025-03-31	$4,701,593	53,555	-10.1%	Shares	Sole	2025-04-17
2024-12-31	$5,384,046	59,591	+8.1%	Shares	Sole	2025-01-24
2024-09-30	$4,452,151	55,135	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$3,717,075	54,897	-1.8%	Shares	Sole	2024-07-24
2024-03-31	$3,364,345	55,914	+169.3%	Shares	Sole	2024-04-19
2023-12-31	$3,273,602	20,765	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.