Claro Advisors Inc.

Position in WMT — Walmart Inc.

CIK 1764386 BOSTON, MA

Position in WMT

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

Position Value

$4,772,096

-$521,859 QoQ

Shares Held

42,134

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#1,350

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Claro Advisors Inc. holds $7,917,415 across 5 Discount Stores names. WMT ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	42,134	$4,772,096
2	COST	Costco Wholesale Corp /New	2,430	$2,273,192
3	DLTR	Dollar Tree, Inc.	2,620	$316,889
4	DG	Dollar General Corp	2,746	$316,092
5	TGT	Target Corp	1,831	$239,146

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,772,096	42,134	-1.1%	Shares	Sole	2026-07-30
2026-03-31	$5,293,955	42,597	+15.5%	Shares	Sole	2026-04-21
2025-12-31	$4,109,692	36,888	+4.5%	Shares	Sole	2026-02-17
2025-09-30	$3,637,708	35,297	+3.6%	Shares	Sole	2025-11-12
2025-06-30	$3,330,386	34,060	-19.4%	Shares	Sole	2025-08-05
2025-03-31	$3,711,761	42,280	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$3,817,558	42,253	-1.2%	Shares	Sole	2025-01-13
2024-09-30	$3,452,062	42,750	+12.8%	Shares	Sole	2024-11-07
2024-06-30	$2,566,615	37,906	+6.7%	Shares	Sole	2024-07-31
2024-03-31	$2,136,757	35,512	+207.4%	Shares	Sole	2024-04-18
2023-12-31	$1,821,172	11,552	+9.0%	Shares	Sole	2024-01-22
2023-09-30	$1,695,737	10,603	+4.2%	Shares	Sole	2023-10-10
2023-06-30	$1,599,305	10,175	+2.5%	Shares	Sole	2023-08-08
2023-03-31	$1,464,031	9,929	+2.8%	Shares	Sole	2023-04-17
2022-12-31	$1,369,974	9,662	+12.0%	Shares	Sole	2023-03-13
2022-09-30	$1,119,050	8,628	0.0%	Shares	Sole	2022-11-18
2022-06-30	$1,048,993	8,628	+7.2%	Shares	Sole	2022-08-12
2022-03-31	$1,198,954	8,051	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,164,899	8,051	+7.7%	Shares	Sole	2022-02-14
2021-09-30	$1,042,004	7,476	+7.2%	Shares	Sole	2021-11-15
2021-06-30	$983,897	6,977	+3.8%	Shares	Sole	2021-08-13
2021-03-31	$913,321	6,724	+1.7%	Shares	Sole	2021-05-17
2020-12-31	$953,408	6,614	+7.7%	Shares	Sole	2021-02-12
2020-09-30	$859,327	6,142	-0.6%	Shares	Sole	2020-11-16
2020-06-30	$740,121	6,179	+17.7%	Shares	Sole	2020-08-14
2020-03-31	$596,390	5,249	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.