IFP Advisors, Inc

Position in WMT — Walmart Inc.

CIK 1641866 TAMPA, FL

Position in WMT

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

Position Value

$17,464,692

-$3,980 QoQ

Shares Held

154,200

+9.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#650

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

IFP Advisors, Inc holds $48,839,619 across 8 Discount Stores names. WMT ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	29,628	$27,716,105
2	WMT	Walmart Inc. This page	154,200	$17,464,692
3	TGT	Target Corp	7,819	$1,021,239
4	BJ	BJ's Wholesale Club Holdings, Inc.	10,502	$915,984
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	10,275	$789,942
6	DG	Dollar General Corp	5,735	$660,155
7	DLTR	Dollar Tree, Inc.	2,185	$264,275
8	PSMT	Pricesmart Inc	37	$7,227

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,464,692	154,200	+9.7%	Shares	Sole	2026-07-20
2026-03-31	$17,468,672	140,559	+2.6%	Shares	Sole	2026-04-13
2025-12-31	$15,257,042	136,945	+1.8%	Shares	Sole	2026-02-06
2025-09-30	$13,864,043	134,524	+11.3%	Shares	Sole	2026-02-06
2025-06-30	$11,815,832	120,841	+22.3%	Shares	Sole	2025-07-24
2025-03-31	$8,675,934	98,826	+12.9%	Shares	Sole	2025-05-05
2024-12-31	$7,908,335	87,530	+9.6%	Shares	Sole	2025-02-04
2024-09-30	$6,447,322	79,843	+51.6%	Shares	Sole	2025-02-04
2024-06-30	$3,566,014	52,666	+23.5%	Shares	Sole	2024-07-30
2024-03-31	$2,566,852	42,660	+196.1%	Shares	Sole	2024-07-30
2023-12-31	$2,271,421	14,408	-20.6%	Shares	Sole	2024-01-09
2023-09-30	$2,902,889	18,151	-22.2%	Shares	Sole	2023-10-12
2023-06-30	$3,668,264	23,338	+12.5%	Shares	Sole	2023-08-04
2023-03-31	$3,060,029	20,753	-53.3%	Shares	Sole	2023-04-18
2022-12-31	$3,309	44,425	-6.3%	Shares	Sole	2023-02-07
2022-09-30	$6,150,888	47,424	+8.6%	Shares	Sole	2022-11-08
2022-06-30	$5,306,849	43,649	+77.0%	Shares	Sole	2022-09-06
2022-03-31	$3,672,813	24,663	+14.5%	Shares	Sole	2022-08-08
2021-12-31	$3,116,911	21,542	-7.8%	Shares	Sole	2022-01-12
2021-09-30	$3,258,007	23,375	+9.0%	Shares	Sole	2021-10-06
2021-06-30	$3,025,022	21,451	+4.5%	Shares	Sole	2021-07-13
2021-03-31	$2,789,406	20,536	-10.5%	Shares	Sole	2021-04-30
2020-12-31	$3,305,936	22,934	-0.3%	Shares	Sole	2021-01-25
2020-09-30	$3,216,813	22,992	+2.1%	Shares	Sole	2020-10-29
2020-06-30	$2,697,208	22,518	-4.1%	Shares	Sole	2020-08-05
2020-03-31	$2,667,908	23,481	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.