Western Wealth Management, LLC

Position in WMT — Walmart Inc.

CIK 1767902 GOLDEN, CO

Back to WMT Full portfolio

Position in WMT

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

Position Value

$10,242,553

-$1,150,193 QoQ

Shares Held

90,434

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#885

of 4,373 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$372,840

PutShares

3,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Western Wealth Management, LLC holds $29,366,094 across 5 Discount Stores names. WMT ranks #2 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	19,506	$18,247,277
2	WMT	Walmart Inc. This page	90,434	$10,242,553
3	DG	Dollar General Corp	2,946	$339,114
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,917	$301,138
5	TGT	Target Corp	1,807	$236,012

All Filings in WMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,242,553	90,434	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$372,840	3,000	—	Put	Sole	2026-05-19
2026-03-31	$11,392,746	91,670	+30.6%	Shares	Sole	2026-05-19
2025-12-31	$7,821,984	70,209	+6.6%	Shares	Sole	2026-02-05
2025-09-30	$6,784,955	65,835	-2.7%	Shares	Sole	2025-11-06
2025-06-30	$6,615,012	67,652	+7.8%	Shares	Sole	2025-08-11
2025-03-31	$5,510,929	62,774	+4.7%	Shares	Sole	2025-04-23
2024-12-31	$5,417,928	59,966	-21.9%	Shares	Sole	2025-04-16
2024-09-30	$6,197,481	76,749	+51.8%	Shares	Sole	2024-11-12
2024-06-30	$3,422,943	50,553	+3.9%	Shares	Sole	2024-07-19
2024-03-31	$2,926,608	48,639	+109.9%	Shares	Sole	2024-05-03
2023-12-31	$3,652,277	23,167	+1.2%	Shares	Sole	2024-01-31
2023-09-30	$3,660,157	22,886	+8.0%	Shares	Sole	2023-11-08
2023-06-30	$3,330,799	21,191	-2.7%	Shares	Sole	2023-08-30
2023-03-31	$3,211,608	21,781	+0.5%	Shares	Sole	2023-08-30
2022-12-31	$3,071,452	21,662	-32.9%	Shares	Sole	2023-02-03
2022-09-30	$4,186,712	32,280	+10.3%	Shares	Sole	2022-11-07
2022-06-30	$3,556,704	29,254	-3.0%	Shares	Sole	2022-07-18
2022-03-31	$4,491,576	30,161	+157.1%	Shares	Sole	2022-05-10
2021-12-31	$1,697,647	11,733	+4.1%	Shares	Sole	2022-02-14
2021-06-30	$1,588,873	11,267	+3.6%	Shares	Sole	2021-08-09
2021-03-31	$1,477,016	10,874	+13.6%	Shares	Sole	2021-05-14
2020-12-31	$1,380,236	9,575	+1.9%	Shares	Sole	2021-02-10
2020-09-30	$1,315,154	9,400	+12.2%	Shares	Sole	2020-10-27
2020-06-30	$1,003,158	8,375	+2.0%	Shares	Sole	2020-07-20
2020-03-31	$933,273	8,214	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.