Measured Wealth Private Client Group, LLC

Position in WMT — Walmart Inc.

CIK 1720235 PORTSMOUTH, NH

Position in WMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$70,334

-$3,488 QoQ

Shares Held

621

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#4,280

of 4,382 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $254,113 across 4 Discount Stores names. WMT ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	158	$147,804
2	WMT	Walmart Inc. This page	621	$70,334
3	DG	Dollar General Corp	190	$21,870
4	TGT	Target Corp	108	$14,105

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,334	621	+4.5%	Shares	Sole	2026-08-10
2026-03-31	$73,822	594	0.0%	Shares	Sole	2026-05-13
2025-12-31	$66,177	594	0.0%	Shares	Sole	2026-02-10
2025-09-30	$61,217	594	-77.6%	Shares	Sole	2025-11-14
2020-09-30	$371,181	2,653	-2.4%	Shares	Sole	2020-10-15
2020-06-30	$325,442	2,717	+11.0%	Shares	Sole	2020-08-03
2020-03-31	$278,027	2,447	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.