Crewe Advisors LLC

Position in WMT — Walmart Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in WMT

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

Position Value

$1,101,340

+$2,332 QoQ

Shares Held

9,724

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,558

of 4,382 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crewe Advisors LLC holds $3,022,567 across 6 Discount Stores names. WMT ranks #2 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,888	$1,766,167
2	WMT	Walmart Inc. This page	9,724	$1,101,340
3	OLLI	Ollie's Bargain Outlet Holdings, Inc.	1,504	$115,627
4	DLTR	Dollar Tree, Inc.	204	$24,673
5	TGT	Target Corp	76	$9,926
6	DG	Dollar General Corp	42	$4,834

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,101,340	9,724	+10.0%	Shares	Sole	2026-07-24
2026-03-31	$1,099,008	8,843	+1.4%	Shares	Sole	2026-05-07
2025-12-31	$972,052	8,725	+0.1%	Shares	Sole	2026-01-16
2025-09-30	$898,683	8,720	+9.3%	Shares	Sole	2025-11-13
2025-06-30	$780,284	7,980	+1.5%	Shares	Sole	2025-07-30
2025-03-31	$690,468	7,865	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$709,970	7,858	-5.2%	Shares	Sole	2025-01-27
2024-09-30	$669,579	8,292	-3.7%	Shares	Sole	2024-11-12
2024-06-30	$583,186	8,613	+11.8%	Shares	Sole	2024-07-29
2024-03-31	$463,609	7,705	+243.4%	Shares	Sole	2024-05-14
2023-06-30	$352,711	2,244	-9.1%	Shares	Sole	2023-07-28
2023-03-31	$363,906	2,468	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$351,213	2,477	-5.2%	Shares	Sole	2023-02-08
2022-09-30	$339,035	2,614	+7.2%	Shares	Sole	2022-11-14
2022-06-30	$296,533	2,439	+42.1%	Shares	Sole	2022-08-02
2022-03-31	$255,546	1,716	+47.8%	Shares	Sole	2022-04-27
2021-12-31	$167,985	1,161	+133.6%	Shares	Sole	2022-02-10
2021-09-30	$69,271	497	0.0%	Shares	Sole	2021-10-29
2021-06-30	$70,086	497	0.0%	Shares	Sole	2021-08-11
2021-03-31	$67,507	497	0.0%	Shares	Sole	2021-04-21
2020-12-31	$71,642	497	+7.6%	Shares	Sole	2021-01-27
2020-09-30	$64,638	462	+75.7%	Shares	Sole	2020-10-13
2020-06-30	$31,502	263	0.0%	Shares	Sole	2020-07-24
2020-03-31	$29,882	263	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.