Truvestments Capital LLC

Position in WMT — Walmart Inc.

CIK 1750405 SARASOTA, FL

Position in WMT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$971,884

-$108,357 QoQ

Shares Held

8,581

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,677

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Truvestments Capital LLC holds $4,034,036 across 4 Discount Stores names. WMT ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,641	$2,470,576
2	WMT	Walmart Inc. This page	8,581	$971,884
3	TGT	Target Corp	4,529	$591,532
4	DG	Dollar General Corp	0	$44

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$971,884	8,581	-1.3%	Shares	Sole	2026-08-12
2026-03-31	$1,080,241	8,692	+2.3%	Shares	Sole	2026-05-13
2025-12-31	$946,650	8,497	+1.8%	Shares	Sole	2026-02-13
2025-09-30	$860,138	8,346	+9.9%	Shares	Sole	2025-11-14
2025-06-30	$742,345	7,592	-5.8%	Shares	Sole	2025-08-13
2025-03-31	$707,675	8,061	+1.4%	Shares	Sole	2025-05-14
2024-12-31	$717,921	7,946	+4.0%	Shares	Sole	2025-02-10
2024-09-30	$616,930	7,640	+17.1%	Shares	Sole	2024-11-13
2024-06-30	$441,943	6,527	-11.9%	Shares	Sole	2024-08-14
2024-03-31	$445,679	7,407	+188.4%	Shares	Sole	2024-05-14
2023-12-31	$404,845	2,568	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$413,578	2,586	+4.0%	Shares	Sole	2023-11-13
2023-06-30	$390,749	2,486	+1.1%	Shares	Sole	2023-08-10
2023-03-31	$362,432	2,458	-7.5%	Shares	Sole	2023-05-12
2022-12-31	$376,593	2,656	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$339,294	2,616	-0.5%	Shares	Sole	2022-11-15
2022-06-30	$319,634	2,629	-1.8%	Shares	Sole	2022-08-09
2022-03-31	$398,509	2,676	+0.2%	Shares	Sole	2022-05-02
2021-12-31	$386,322	2,670	0.0%	Shares	Sole	2022-02-14
2021-09-30	$372,144	2,670	+0.2%	Shares	Sole	2021-10-29
2021-06-30	$375,677	2,664	-31.8%	Shares	Sole	2021-08-12
2021-03-31	$530,280	3,904	-5.6%	Shares	Other	2021-05-18
2020-12-31	$595,915	4,134	+2.7%	Shares	Sole	2021-02-17
2020-09-30	$562,997	4,024	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$484,988	4,049	+2.0%	Shares	Sole	2020-08-06
2020-03-31	$450,957	3,969	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.