Wealthspire Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1646247 NEW YORK, NY

Position in WMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$18,020,685

+$6,404,855 QoQ

Shares Held

159,109

+70.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#630

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $36,447,306 across 4 Discount Stores names. WMT ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	159,109	$18,020,685
2	COST	Costco Wholesale Corp /New	18,580	$17,381,032
3	TGT	Target Corp	5,970	$779,741
4	DLTR	Dollar Tree, Inc.	2,198	$265,848

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,020,685	159,109	+70.2%	Shares	Sole	2026-08-11
2026-03-31	$11,615,830	93,465	-16.5%	Shares	Sole	2026-05-01
2025-12-31	$12,464,996	111,884	-27.3%	Shares	Sole	2026-02-13
2025-09-30	$15,853,718	153,830	-17.7%	Shares	Sole	2025-11-14
2025-06-30	$18,273,126	186,880	+9.9%	Shares	Sole	2025-08-11
2025-03-31	$14,925,704	170,016	+107.7%	Shares	Sole	2025-05-09
2024-12-31	$7,396,231	81,862	+15.4%	Shares	Sole	2025-02-04
2024-09-30	$5,729,131	70,949	-4.3%	Shares	Sole	2024-11-13
2024-06-30	$5,020,222	74,143	+0.5%	Shares	Sole	2024-08-08
2024-03-31	$4,439,643	73,785	+149.8%	Shares	Sole	2024-05-06
2023-12-31	$4,657,138	29,541	+33.0%	Shares	Sole	2024-02-07
2023-09-30	$3,552,205	22,211	+7.8%	Shares	Sole	2023-11-06
2023-06-30	$3,238,220	20,602	-11.4%	Shares	Sole	2023-08-01
2023-03-31	$3,430,424	23,265	-8.5%	Shares	Sole	2023-05-09
2022-12-31	$3,606,142	25,433	+16.0%	Shares	Sole	2023-02-14
2022-09-30	$2,844,837	21,934	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$2,652,877	21,820	+20.3%	Shares	Sole	2022-08-09
2022-03-31	$2,700,962	18,137	+1.1%	Shares	Sole	2022-05-09
2021-12-31	$2,595,593	17,939	-11.0%	Shares	Sole	2022-02-14
2021-09-30	$2,810,737	20,166	+59.9%	Shares	Sole	2021-11-15
2021-06-30	$1,778,263	12,610	-58.5%	Shares	Sole	2021-08-13
2021-03-31	$4,129,235	30,400	+27.1%	Shares	Sole	2021-05-17
2020-12-31	$3,446,482	23,909	+129.9%	Shares	Sole	2021-02-16
2020-09-30	$1,454,785	10,398	+1.8%	Shares	Sole	2020-11-16
2020-06-30	$1,222,954	10,210	-61.1%	Shares	Sole	2020-08-14
2020-03-31	$2,984,226	26,265	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.