Strategic Investment Advisors / MI

Position in WMT — Walmart Inc.

CIK 1760540 FARMINGTON HILLS, MI

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,562,081

-$317,281 QoQ

Shares Held

13,792

-8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,221

of 4,382 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $2,986,492 across 3 Discount Stores names. WMT ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	13,792	$1,562,081
2	COST	Costco Wholesale Corp /New	1,372	$1,283,464
3	BJ	BJ's Wholesale Club Holdings, Inc.	1,616	$140,947

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,562,081	13,792	-8.8%	Shares	Sole	2026-08-14
2026-03-31	$1,879,362	15,122	+22.8%	Shares	Sole	2026-05-18
2025-12-31	$1,372,236	12,317	-4.9%	Shares	Sole	2026-02-17
2025-09-30	$1,334,214	12,946	-4.6%	Shares	Sole	2025-12-17
2025-06-30	$1,326,581	13,567	+2.6%	Shares	Sole	2025-08-15
2025-03-31	$1,160,496	13,219	+23.3%	Shares	Sole	2025-04-23
2024-12-31	$968,371	10,718	-1.9%	Shares	Sole	2025-01-22
2024-09-30	$882,516	10,929	+4.9%	Shares	Sole	2024-10-21
2024-06-30	$705,335	10,417	+63.6%	Shares	Sole	2024-07-23
2024-03-31	$383,042	6,366	+385.6%	Shares	Sole	2024-04-23
2023-12-31	$206,679	1,311	-8.1%	Shares	Sole	2024-01-10
2023-09-30	$228,220	1,427	-75.3%	Shares	Sole	2023-10-25
2023-03-31	$850,491	5,768	-2.1%	Shares	Sole	2023-04-27
2022-12-31	$835,567	5,893	-2.4%	Shares	Sole	2023-01-20
2022-09-30	$783,127	6,038	-3.6%	Shares	Sole	2022-10-27
2022-06-30	$761,699	6,265	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$933,579	6,269	-5.6%	Shares	Sole	2022-04-28
2021-12-31	$960,596	6,639	+9.1%	Shares	Sole	2022-01-26
2021-09-30	$847,848	6,083	+7.2%	Shares	Sole	2021-10-19
2021-06-30	$800,430	5,676	+64.4%	Shares	Sole	2021-07-22
2021-03-31	$469,021	3,453	+6.4%	Shares	Sole	2021-04-14
2020-12-31	$467,766	3,245	+11.6%	Shares	Sole	2021-01-13
2020-09-30	$406,998	2,909	+13.5%	Shares	Sole	2020-10-14
2020-06-30	$306,996	2,563	-3.5%	Shares	Sole	2020-08-04
2020-03-31	$301,660	2,655	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.