Belpointe Asset Management LLC

Position in WMT — Walmart Inc.

CIK 1721242 RENO, NV

Position in WMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$7,440,389

+$752,261 QoQ

Shares Held

65,693

+22.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,060

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 21% None 0%

Consumer Defensive · as of Jun 30, 2026

Belpointe Asset Management LLC holds $19,827,288 across 4 Discount Stores names. WMT ranks #2 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	11,873	$11,106,835
2	WMT	Walmart Inc. This page	65,693	$7,440,389
3	TGT	Target Corp	7,983	$1,042,659
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,088	$237,405

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,440,389	65,693	+22.1%	Shares	Other	2026-07-31
2026-03-31	$6,688,128	53,815	-4.8%	Shares	Other	2026-04-28
2025-12-31	$6,298,787	56,537	-1.2%	Shares	Other	2026-01-27
2025-09-30	$5,897,093	57,220	+5.9%	Shares	Other	2025-11-03
2025-06-30	$5,281,195	54,011	+21.3%	Shares	Other	2025-07-22
2025-03-31	$3,907,796	44,513	+2.4%	Shares	Other	2025-05-20
2024-12-31	$3,928,598	43,482	+10.7%	Shares	Other	2025-02-13
2024-09-30	$3,172,829	39,292	+23.4%	Shares	Other	2024-11-13
2024-06-30	$2,156,428	31,848	-9.8%	Shares	Sole	2024-08-02
2024-03-31	$2,125,445	35,324	+236.1%	Shares	Sole	2024-05-08
2023-12-31	$1,656,743	10,509	-16.1%	Shares	Sole	2024-02-13
2023-09-30	$2,002,163	12,519	+16.9%	Shares	Sole	2023-11-15
2023-06-30	$1,683,082	10,708	-45.7%	Shares	Sole	2023-08-15
2023-03-31	$2,908,008	19,722	-17.9%	Shares	Sole	2023-05-15
2022-12-31	$3,406,644	24,026	+0.1%	Shares	Sole	2023-02-08
2022-09-30	$3,111,760	23,992	-28.0%	Shares	Sole	2022-11-14
2022-06-30	$4,051,778	33,326	-4.1%	Shares	Sole	2022-08-02
2022-03-31	$5,175,118	34,751	-5.5%	Shares	Sole	2022-04-28
2021-12-31	$5,319,672	36,766	-3.7%	Shares	Sole	2022-02-15
2021-09-30	$5,318,740	38,160	+15.7%	Shares	Sole	2021-11-15
2021-06-30	$4,650,983	32,981	-9.1%	Shares	Sole	2021-08-09
2021-03-31	$4,925,742	36,264	-33.9%	Shares	Sole	2021-05-14
2020-12-31	$7,910,375	54,876	+60.6%	Shares	Sole	2021-02-16
2020-09-30	$4,781,847	34,178	+290.3%	Shares	Sole	2020-11-13
2020-06-30	$1,048,794	8,756	+3.3%	Shares	Sole	2020-07-20
2020-03-31	$963,042	8,476	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.