Vest Financial, LLC

Position in WMT — Walmart Inc.

CIK 1709632 MCLEAN, VA

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$51,773,524

-$12,308,847 QoQ

Shares Held

457,121

-11.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#356

of 4,399 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Vest Financial, LLC holds $179,531,450 across 4 Discount Stores names. WMT ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	73,996	$69,221,037
2	WMT	Walmart Inc. This page	457,121	$51,773,524
3	TGT	Target Corp	367,589	$48,010,798
4	PSMT	Pricesmart Inc	53,886	$10,526,091

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,773,524	457,121	-11.3%	Shares	Defined	2026-07-24
2026-03-31	$64,082,371	515,629	-9.8%	Shares	Defined	2026-04-24
2025-12-31	$63,712,147	571,871	-9.0%	Shares	Sole	2026-01-30
2025-09-30	$64,782,382	628,589	+2.8%	Shares	Sole	2025-10-30
2025-06-30	$59,771,739	611,288	+1.2%	Shares	Defined	2025-07-25
2025-03-31	$53,041,400	604,185	-14.2%	Shares	Sole	2025-04-11
2024-12-31	$63,653,562	704,522	+0.0%	Shares	Defined	2025-01-28
2024-09-30	$56,884,095	704,447	-6.8%	Shares	Defined	2024-10-18
2024-06-30	$51,161,337	755,595	+8.4%	Shares	Defined	2024-08-08
2024-03-31	$41,947,996	697,158	+324.1%	Shares	Defined	2024-04-30
2023-12-31	$25,915,767	164,388	+15.6%	Shares	Sole	2024-01-11
2023-09-30	$22,738,526	142,178	+76.5%	Shares	Defined	2023-10-30
2023-06-30	$12,658,797	80,537	+13.7%	Shares	Defined	2023-07-28
2023-03-31	$10,439,754	70,802	+8.0%	Shares	Defined	2023-05-12
2022-12-31	$9,295,461	65,558	-4.5%	Shares	Defined	2023-02-13
2022-09-30	$8,907,269	68,676	+14.1%	Shares	Defined	2022-11-14
2022-06-30	$7,315,109	60,167	+1.8%	Shares	Defined	2022-08-12
2022-03-31	$8,797,746	59,077	+28.9%	Shares	Defined	2022-05-13
2021-12-31	$6,632,733	45,841	+24.5%	Shares	Defined	2022-02-11
2021-09-30	$5,133,504	36,831	+27.8%	Shares	Defined	2021-11-12
2021-06-30	$4,065,326	28,828	+67.8%	Shares	Defined	2021-07-16
2021-03-31	$2,333,017	17,176	+14.5%	Shares	Defined	2021-07-09
2020-12-31	$2,162,682	15,003	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.