Legacy Financial Advisors, Inc.

Position in WMT — Walmart Inc.

CIK 1730810 COVINGTON, KY

Position in WMT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,563,952

-$347,761 QoQ

Shares Held

31,467

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,532

of 4,382 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $5,874,799 across 4 Discount Stores names. WMT ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	31,467	$3,563,952
2	COST	Costco Wholesale Corp /New	1,921	$1,797,037
3	TGT	Target Corp	2,307	$301,317
4	DG	Dollar General Corp	1,846	$212,493

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,563,952	31,467	-0.0%	Shares	Sole	2026-08-05
2026-03-31	$3,911,713	31,475	+1.6%	Shares	Sole	2026-04-30
2025-12-31	$3,451,704	30,982	+9.1%	Shares	Sole	2026-02-04
2025-09-30	$2,927,625	28,407	+11.5%	Shares	Sole	2025-11-10
2025-06-30	$2,490,749	25,473	+2.8%	Shares	Sole	2025-08-07
2025-03-31	$2,175,699	24,783	-5.6%	Shares	Sole	2025-05-14
2024-12-31	$2,372,862	26,263	+4.8%	Shares	Sole	2025-02-13
2024-09-30	$2,024,564	25,072	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$1,666,681	24,615	+3.4%	Shares	Sole	2024-08-13
2024-03-31	$1,432,226	23,803	+208.9%	Shares	Sole	2024-05-14
2023-12-31	$1,214,850	7,706	-3.2%	Shares	Sole	2024-02-13
2023-09-30	$1,272,722	7,958	+10.3%	Shares	Sole	2023-11-13
2023-06-30	$1,133,895	7,214	+2.4%	Shares	Sole	2023-08-08
2023-03-31	$1,039,227	7,048	+3.6%	Shares	Sole	2023-05-03
2022-12-31	$964,454	6,802	+18.8%	Shares	Sole	2023-02-06
2022-09-30	$742,661	5,726	+18.5%	Shares	Sole	2022-11-09
2022-06-30	$587,596	4,833	-18.3%	Shares	Sole	2022-08-08
2022-03-31	$881,159	5,917	+9.4%	Shares	Sole	2022-05-04
2021-12-31	$782,628	5,409	+0.3%	Shares	Sole	2022-02-04
2021-09-30	$751,676	5,393	+6.9%	Shares	Sole	2021-10-26
2021-06-30	$711,305	5,044	+1.6%	Shares	Sole	2021-07-21
2021-03-31	$674,124	4,963	-0.9%	Shares	Sole	2021-04-28
2020-12-31	$721,903	5,008	-0.2%	Shares	Sole	2021-02-02
2020-09-30	$701,789	5,016	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.