Foster Victor Wealth Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1769063 GREENVILLE, SC

Position in WMT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$16,833,607

-$1,365,583 QoQ

Shares Held

148,628

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#664

of 4,378 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $33,624,142 across 3 Discount Stores names. WMT ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	148,628	$16,833,607
2	BJ	BJ's Wholesale Club Holdings, Inc.	187,542	$16,357,413
3	COST	Costco Wholesale Corp /New	463	$433,122

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,833,607	148,628	+1.5%	Shares	Sole	2026-07-22
2026-03-31	$18,199,190	146,437	-0.5%	Shares	Sole	2026-04-20
2025-12-31	$16,395,318	147,162	+3.2%	Shares	Sole	2026-01-26
2025-09-30	$14,699,447	142,630	+6.5%	Shares	Sole	2025-10-10
2025-06-30	$13,097,239	133,946	+1.7%	Shares	Sole	2025-07-15
2025-03-31	$11,564,576	131,730	-3.8%	Shares	Sole	2025-04-17
2024-12-31	$12,377,769	136,998	-0.7%	Shares	Sole	2025-01-23
2024-09-30	$11,138,332	137,936	-11.5%	Shares	Sole	2024-10-15
2024-06-30	$10,554,973	155,885	+0.5%	Shares	Sole	2024-07-18
2024-03-31	$9,334,653	155,138	+191.5%	Shares	Sole	2024-04-26
2023-12-31	$8,390,763	53,224	-24.2%	Shares	Sole	2024-01-19
2023-09-30	$11,229,484	70,215	-0.3%	Shares	Sole	2023-10-16
2023-06-30	$11,067,351	70,412	-2.4%	Shares	Sole	2023-07-17
2023-03-31	$10,638,664	72,151	+5.0%	Shares	Sole	2023-04-20
2022-12-31	$9,738,697	68,684	+1.2%	Shares	Sole	2023-01-27
2022-09-30	$8,800,527	67,853	+5.5%	Shares	Sole	2022-10-24
2022-06-30	$7,816,749	64,293	+12.5%	Shares	Sole	2022-07-19
2022-03-31	$8,507,650	57,129	+17.6%	Shares	Sole	2022-04-14
2021-12-31	$7,030,921	48,593	+22.1%	Shares	Sole	2022-01-19
2021-09-30	$5,547,184	39,799	+20.1%	Shares	Sole	2021-10-08
2021-06-30	$4,671,713	33,128	+33.7%	Shares	Sole	2021-07-29
2021-03-31	$3,365,326	24,776	+184.9%	Shares	Sole	2021-04-23
2020-12-31	$1,253,672	8,697	+39.1%	Shares	Sole	2021-02-08
2020-09-30	$874,578	6,251	+64.1%	Shares	Sole	2020-10-26
2020-06-30	$456,362	3,810	+124.0%	Shares	Sole	2020-08-03
2020-03-31	$193,267	1,701	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.