BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in WMT — Walmart Inc.

CIK 1654599 MORRISTOWN, NJ

Position in WMT

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

Position Value

$778,549

-$75,751 QoQ

Shares Held

6,874

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,892

of 4,373 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Consumer Defensive · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,573,117 across 5 Discount Stores names. WMT ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,713	$1,602,460
2	DG	Dollar General Corp	9,748	$1,122,092
3	WMT	Walmart Inc. This page	6,874	$778,549
4	TGT	Target Corp	492	$64,260
5	BJ	BJ's Wholesale Club Holdings, Inc.	66	$5,756

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,549	6,874	0.0%	Shares	Sole	2026-07-08
2026-03-31	$854,300	6,874	-9.4%	Shares	Sole	2026-04-14
2025-12-31	$845,267	7,587	-3.1%	Shares	Sole	2026-01-16
2025-09-30	$806,959	7,830	-1.7%	Shares	Sole	2025-10-16
2025-06-30	$778,719	7,964	-5.5%	Shares	Sole	2025-07-15
2025-03-31	$739,630	8,425	+56.0%	Shares	Sole	2025-05-06
2024-12-31	$487,799	5,399	+4.3%	Shares	Sole	2025-01-17
2024-09-30	$417,881	5,175	+2.7%	Shares	Sole	2024-11-14
2024-06-30	$341,258	5,040	+12.7%	Shares	Sole	2024-08-14
2024-03-31	$269,200	4,474	+193.2%	Shares	Sole	2024-05-09
2023-12-31	$240,573	1,526	-65.3%	Shares	Sole	2024-02-12
2023-09-30	$702,572	4,393	-5.4%	Shares	Sole	2023-10-31
2023-06-30	$729,786	4,643	+216.3%	Shares	Sole	2023-07-21
2023-03-31	$216,456	1,468	-6.4%	Shares	Sole	2023-05-04
2022-12-31	$222,326	1,568	-16.3%	Shares	Sole	2023-01-13
2022-09-30	$242,927	1,873	+4.6%	Shares	Sole	2022-10-20
2022-06-30	$217,628	1,790	-34.1%	Shares	Sole	2022-07-21
2022-03-31	$404,615	2,717	+21.0%	Shares	Sole	2022-05-12
2021-12-31	$324,973	2,246	+1.2%	Shares	Sole	2022-02-04
2021-09-30	$309,284	2,219	-1.2%	Shares	Sole	2021-11-09
2021-06-30	$316,872	2,247	-0.3%	Shares	Sole	2021-08-02
2021-03-31	$306,161	2,254	+41.5%	Shares	Sole	2021-05-21
2020-12-31	$229,630	1,593	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.