World Investment Advisors

Position in WMT — Walmart Inc.

CIK 1652594 SANTA BARBARA, CA

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$33,014,497

-$4,752,082 QoQ

Shares Held

291,493

-4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#446

of 4,381 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

World Investment Advisors holds $51,144,920 across 4 Discount Stores names. WMT ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	291,493	$33,014,497
2	COST	Costco Wholesale Corp /New	18,588	$17,388,516
3	TGT	Target Corp	3,945	$515,256
4	DG	Dollar General Corp	1,969	$226,651

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,014,497	291,493	-4.1%	Shares	Sole	2026-08-14
2026-03-31	$37,766,579	303,883	-5.1%	Shares	Sole	2026-04-27
2025-12-31	$35,675,041	320,214	+9.0%	Shares	Sole	2026-03-13
2025-09-30	$30,285,829	293,866	+5.2%	Shares	Sole	2025-10-15
2025-06-30	$27,317,678	279,379	-2.1%	Shares	Sole	2025-08-04
2025-03-31	$25,045,696	285,291	+5.1%	Shares	Sole	2025-04-29
2024-12-31	$24,531,380	271,515	+7.6%	Shares	Sole	2025-02-12
2024-09-30	$20,371,771	252,282	+151.4%	Shares	Sole	2024-11-25
2024-06-30	$6,793,479	100,332	+70.7%	Shares	Sole	2024-08-15
2024-03-31	$3,536,010	58,767	+161.8%	Shares	Sole	2024-05-15
2023-12-31	$3,538,454	22,445	+8.8%	Shares	Sole	2024-02-15
2023-09-30	$3,299,515	20,631	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$3,238,849	20,606	-3.1%	Shares	Sole	2023-08-14
2023-03-31	$3,136,556	21,272	-6.4%	Shares	Sole	2023-05-15
2022-12-31	$3,220,757	22,715	-8.7%	Shares	Sole	2023-02-14
2022-09-30	$3,228,100	24,889	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$2,997,557	24,655	+1.4%	Shares	Sole	2022-08-09
2022-03-31	$3,622,627	24,326	-2.0%	Shares	Sole	2022-05-12
2021-12-31	$3,592,073	24,826	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$3,439,619	24,678	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$3,516,054	24,933	-3.1%	Shares	Sole	2021-08-12
2021-03-31	$3,494,093	25,724	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$3,704,366	25,698	+7.9%	Shares	Sole	2021-02-16
2020-09-30	$3,330,979	23,808	0.0%	Shares	Sole	2020-11-13
2020-06-30	$2,851,724	23,808	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.