Mutual Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1694080 OMAHA, NE

Position in WMT

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

Position Value

$13,843,656

-$3,819,514 QoQ

Shares Held

122,229

-14.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#753

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

Mutual Advisors, LLC holds $40,355,146 across 4 Discount Stores names. WMT ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	24,136	$22,578,503
2	WMT	Walmart Inc. This page	122,229	$13,843,656
3	TGT	Target Corp	24,249	$3,167,161
4	DG	Dollar General Corp	6,653	$765,826

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,843,656	122,229	-14.0%	Shares	Sole	2026-08-14
2026-03-31	$17,663,170	142,124	+15.2%	Shares	Sole	2026-05-04
2025-12-31	$13,746,657	123,388	-0.2%	Shares	Sole	2026-02-02
2025-09-30	$12,744,090	123,657	-0.9%	Shares	Sole	2025-11-04
2025-06-30	$12,206,072	124,832	-1.5%	Shares	Sole	2025-07-28
2025-03-31	$11,129,226	126,771	+10.5%	Shares	Sole	2025-04-28
2024-12-31	$10,368,566	114,760	-18.5%	Shares	Sole	2025-01-17
2024-09-30	$11,372,991	140,842	-2.9%	Shares	Sole	2024-10-25
2024-06-30	$9,823,840	145,087	-0.2%	Shares	Sole	2024-07-30
2024-03-31	$8,744,746	145,334	+242.8%	Shares	Sole	2024-05-02
2023-12-31	$6,683,256	42,393	+23.6%	Shares	Sole	2024-01-12
2023-09-30	$5,487,198	34,310	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$5,411,861	34,431	-7.2%	Shares	Sole	2023-07-31
2023-03-31	$5,469,657	37,095	+21.2%	Shares	Sole	2023-04-11
2022-12-31	$4,338,487	30,598	+5.1%	Shares	Sole	2023-01-12
2022-09-30	$3,774,785	29,104	+57.9%	Shares	Sole	2022-11-03
2022-06-30	$2,240,599	18,429	+2.4%	Shares	Sole	2022-08-15
2022-03-31	$2,679,070	17,990	-4.5%	Shares	Sole	2022-05-09
2021-12-31	$2,726,248	18,842	-11.9%	Shares	Sole	2022-02-14
2021-09-30	$2,982,313	21,397	+8.6%	Shares	Sole	2021-11-15
2021-06-30	$2,779,647	19,711	+8.7%	Shares	Sole	2021-08-12
2021-03-31	$2,462,192	18,127	-18.9%	Shares	Sole	2021-05-13
2020-12-31	$3,223,338	22,361	-5.8%	Shares	Sole	2021-02-11
2020-09-30	$3,320,906	23,736	+3.5%	Shares	Sole	2020-11-13
2020-06-30	$2,748,114	22,943	+35.5%	Shares	Sole	2020-08-05
2020-03-31	$1,923,925	16,933	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.