Phoenix Financial Ltd.

Position in WMT — Walmart Inc.

CIK 1679543 Givatayim, L3

Back to WMT Full portfolio

Position in WMT

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

Position Value

$6,497,272

-$5,631,586 QoQ

Shares Held

57,366

-41.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,150

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Sep 30, 2024

CallValue

$1,146,650

CallShares

14,200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Phoenix Financial Ltd. holds $20,861,390 across 4 Discount Stores names. WMT ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	9,050	$8,466,002
2	WMT	Walmart Inc. This page	57,366	$6,497,272
3	DG	Dollar General Corp	45,762	$5,267,662
4	TGT	Target Corp	4,827	$630,454

All Filings in WMT

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,497,272	57,366	-41.2%	Shares	Sole	2026-08-11
2026-03-31	$12,128,858	97,593	-27.5%	Shares	Sole	2026-05-11
2025-12-31	$14,992,665	134,572	-22.6%	Shares	Sole	2026-02-05
2025-09-30	$17,911,827	173,800	-19.8%	Shares	Sole	2025-11-13
2025-06-30	$21,202,419	216,838	+0.5%	Shares	Sole	2025-07-30
2025-03-31	$18,939,199	215,733	-13.0%	Shares	Sole	2025-05-07
2024-12-31	$22,400,746	247,933	-16.2%	Shares	Sole	2025-02-13
2024-09-30	$1,146,650	14,200	—	Call	Sole	2024-11-05
2024-09-30	$23,883,266	295,768	+12.3%	Shares	Sole	2024-11-05
2024-06-30	$17,837,048	263,433	+4.8%	Shares	Sole	2024-08-12
2024-03-31	$15,128,482	251,429	+276.4%	Shares	Sole	2024-05-15
2023-12-31	$10,529,442	66,790	+53.1%	Shares	Sole	2024-02-14
2023-09-30	$6,974,707	43,611	+19.5%	Shares	Sole	2023-12-04
2023-06-30	$5,734,393	36,483	+62.5%	Shares	Sole	2023-08-07
2023-03-31	$3,310,104	22,449	+13.7%	Shares	Sole	2023-05-11
2022-12-31	$2,798,365	19,736	-97.1%	Shares	Sole	2023-02-13
2022-09-30	$89,792,537	692,310	-0.3%	Shares	Sole	2022-11-10
2022-06-30	$84,400,054	694,193	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$103,918,758	697,816	+11.2%	Shares	Sole	2022-05-10
2021-12-31	$90,760,708	627,277	+3.3%	Shares	Sole	2022-02-07
2021-09-30	$84,650,630	607,337	+87.0%	Shares	Sole	2021-10-27
2021-06-30	$45,801,635	324,788	+883.0%	Shares	Sole	2021-08-10
2021-03-31	$4,487,961	33,041	+135.5%	Shares	Sole	2021-05-10
2020-12-31	$2,022,568	14,031	+45.1%	Shares	Defined	2021-02-11
2020-09-30	$1,353,350	9,673	+21.2%	Shares	Defined	2020-11-10
2020-06-30	$955,725	7,979	-24.6%	Shares	Defined	2020-08-10
2020-03-31	$1,202,212	10,581	—	Shares	Defined	2020-05-20
No filing history on record for this holder in this stock.