Bogart Wealth, LLC

Position in WMT — Walmart Inc.

CIK 1715740 MCLEAN, VA

Position in WMT

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

Position Value

$8,101,261

-$511,467 QoQ

Shares Held

71,528

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,011

of 4,378 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bogart Wealth, LLC holds $32,558,609 across 7 Discount Stores names. WMT ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	115,273	$15,055,806
2	COST	Costco Wholesale Corp /New	10,007	$9,361,248
3	WMT	Walmart Inc. This page	71,528	$8,101,261
4	BJ	BJ's Wholesale Club Holdings, Inc.	188	$16,397
5	DLTR	Dollar Tree, Inc.	130	$15,723
6	DG	Dollar General Corp	61	$7,021
7	OLLI	Ollie's Bargain Outlet Holdings, Inc.	15	$1,153

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,101,261	71,528	+3.2%	Shares	Sole	2026-07-24
2026-03-31	$8,612,728	69,301	-29.3%	Shares	Sole	2026-04-28
2025-12-31	$10,926,647	98,076	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$10,070,920	97,719	+1.6%	Shares	Sole	2025-10-27
2025-06-30	$9,405,555	96,191	+0.8%	Shares	Sole	2025-07-30
2025-03-31	$8,377,272	95,424	-13.9%	Shares	Sole	2025-05-02
2024-12-31	$10,018,911	110,890	-1.7%	Shares	Sole	2025-01-30
2024-09-30	$9,110,215	112,820	-12.2%	Shares	Sole	2024-10-23
2024-06-30	$8,703,172	128,536	-12.6%	Shares	Sole	2024-07-31
2024-03-31	$8,850,525	147,092	+214.6%	Shares	Sole	2024-04-25
2023-12-31	$7,371,241	46,757	+4.1%	Shares	Sole	2024-02-07
2023-09-30	$7,184,055	44,920	+29.8%	Shares	Sole	2023-10-30
2023-06-30	$5,439,524	34,607	+3.8%	Shares	Sole	2023-07-31
2023-03-31	$4,916,867	33,346	+59.0%	Shares	Sole	2023-04-21
2022-12-31	$2,973,759	20,973	+1409.9%	Shares	Sole	2023-02-06
2022-09-30	$180,153	1,389	+4.0%	Shares	Sole	2022-11-03
2022-06-30	$162,309	1,335	+16.8%	Shares	Sole	2022-07-22
2022-03-31	$170,215	1,143	-8.5%	Shares	Sole	2022-04-22
2021-12-31	$180,717	1,249	-0.6%	Shares	Sole	2022-01-19
2021-09-30	$175,061	1,256	-3.5%	Shares	Sole	2021-10-15
2021-06-30	$183,608	1,302	+3.1%	Shares	Sole	2021-08-06
2021-03-31	$171,553	1,263	+14.0%	Shares	Sole	2021-04-16
2020-12-31	$159,718	1,108	0.0%	Shares	Sole	2021-01-14
2020-09-30	$155,020	1,108	-0.1%	Shares	Sole	2020-10-06
2020-06-30	$132,836	1,109	+5.9%	Shares	Sole	2020-07-08
2020-03-31	$118,960	1,047	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.