Summit Financial, LLC

Position in WMT — Walmart Inc.

CIK 1765536 PARSIPPANY, NJ

Position in WMT

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

Position Value

$32,408,556

+$2,237,349 QoQ

Shares Held

286,143

+17.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#449

of 4,378 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $58,832,794 across 5 Discount Stores names. WMT ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	286,143	$32,408,556
2	COST	Costco Wholesale Corp /New	26,539	$24,826,438
3	TGT	Target Corp	8,309	$1,085,238
4	DG	Dollar General Corp	2,432	$279,947
5	BJ	BJ's Wholesale Club Holdings, Inc.	2,667	$232,615

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,408,556	286,143	+17.9%	Shares	Sole	2026-08-12
2026-03-31	$30,171,207	242,768	-6.4%	Shares	Sole	2026-05-15
2025-12-31	$28,897,860	259,383	-3.9%	Shares	Sole	2026-02-13
2025-09-30	$27,815,275	269,894	+8.5%	Shares	Sole	2025-11-14
2025-06-30	$24,326,979	248,793	+12.4%	Shares	Sole	2025-08-13
2025-03-31	$19,428,804	221,310	+14.6%	Shares	Sole	2025-05-14
2024-12-31	$17,444,778	193,080	+5.2%	Shares	Sole	2025-02-12
2024-09-30	$14,822,712	183,563	+17.5%	Shares	Sole	2024-11-12
2024-06-30	$10,581,109	156,271	+36.0%	Shares	Sole	2024-07-31
2024-03-31	$6,914,315	114,913	+212.5%	Shares	Sole	2024-04-24
2023-12-31	$5,797,894	36,777	+91.3%	Shares	Sole	2024-02-06
2023-09-30	$3,074,174	19,222	+182.5%	Shares	Sole	2023-11-07
2023-06-30	$1,069,452	6,804	+171.2%	Shares	Sole	2023-08-11
2023-03-31	$369,952	2,509	+3.3%	Shares	Sole	2023-05-03
2022-12-31	$344,549	2,430	-27.7%	Shares	Sole	2023-02-07
2022-09-30	$435,921	3,361	+18.1%	Shares	Sole	2022-11-15
2022-06-30	$345,895	2,845	+0.7%	Shares	Sole	2022-08-12
2022-03-31	$420,550	2,824	-1.4%	Shares	Sole	2022-05-10
2021-12-31	$414,536	2,865	+8.2%	Shares	Sole	2022-02-07
2021-09-30	$368,938	2,647	+13.6%	Shares	Sole	2021-11-08
2021-06-30	$328,576	2,330	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.