CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in WMT — Walmart Inc.

CIK 1766904 RICHMOND, VA

Position in WMT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,522,434

-$91,086 QoQ

Shares Held

13,442

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#2,245

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Consumer Defensive · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $3,927,073 across 5 Discount Stores names. WMT ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,950	$1,824,163
2	WMT	Walmart Inc. This page	13,442	$1,522,434
3	PSMT	Pricesmart Inc	1,602	$312,933
4	DLTR	Dollar Tree, Inc.	1,170	$141,508
5	TGT	Target Corp	965	$126,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,522,434	13,442	+3.5%	Shares	Other	2026-07-17
2026-03-31	$1,613,520	12,983	+5.2%	Shares	Other	2026-04-29
2025-12-31	$1,374,458	12,337	-5.5%	Shares	Other	2026-02-09
2025-09-30	$1,345,445	13,055	+4.7%	Shares	Other	2025-11-10
2025-06-30	$1,219,703	12,474	+9.6%	Shares	Other	2025-08-13
2025-03-31	$998,782	11,377	+10.4%	Shares	Other	2025-05-09
2024-12-31	$930,691	10,301	-79.5%	Shares	Other	2025-02-14
2024-09-30	$4,060,187	50,281	-2.3%	Shares	Defined	2024-10-30
2024-06-30	$3,483,945	51,454	+7.0%	Shares	Other	2024-07-22
2024-03-31	$2,894,474	48,105	+209.3%	Shares	Defined	2024-04-30
2023-12-31	$2,451,611	15,551	+24.3%	Shares	Defined	2024-02-07
2023-09-30	$2,000,242	12,507	+10.0%	Shares	Defined	2023-11-13
2023-06-30	$1,786,663	11,367	+19.3%	Shares	Defined	2023-08-10
2023-03-31	$1,404,903	9,528	-10.4%	Shares	Defined	2023-05-12
2022-12-31	$1,508,219	10,637	-3.9%	Shares	Defined	2023-02-14
2022-09-30	$1,435,518	11,068	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$1,350,390	11,107	+204.1%	Shares	Sole	2022-08-15
2022-03-31	$544,004	3,653	+19.8%	Shares	Sole	2022-05-16
2021-12-31	$441,159	3,049	+33.6%	Shares	Sole	2022-02-14
2021-09-30	$318,204	2,283	+1.0%	Shares	Sole	2021-11-15
2021-06-30	$318,846	2,261	-11.0%	Shares	Sole	2021-08-16
2021-03-31	$345,008	2,540	-67.4%	Shares	Sole	2021-05-17
2020-12-31	$1,122,640	7,788	+191.1%	Shares	Sole	2021-02-12
2020-09-30	$374,259	2,675	+33.8%	Shares	Sole	2020-11-12
2020-06-30	$239,560	2,000	+9.9%	Shares	Sole	2020-08-05
2020-03-31	$206,788	1,820	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.