Golden State Wealth Management, LLC

Position in WMT — Walmart Inc.

CIK 1776033 SANTA ANA, CA

Position in WMT

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

Position Value

$2,055,782

-$452,809 QoQ

Shares Held

18,151

-10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,971

of 4,378 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $5,949,784 across 6 Discount Stores names. WMT ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	3,995	$3,737,201
2	WMT	Walmart Inc. This page	18,151	$2,055,782
3	TGT	Target Corp	543	$70,921
4	DG	Dollar General Corp	507	$58,360
5	DLTR	Dollar Tree, Inc.	216	$26,125
6	BJ	BJ's Wholesale Club Holdings, Inc.	16	$1,395

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,055,782	18,151	-10.1%	Shares	Sole	2026-07-22
2026-03-31	$2,508,591	20,185	+1.6%	Shares	Sole	2026-04-28
2025-12-31	$2,212,825	19,862	+4.9%	Shares	Sole	2026-02-13
2025-09-30	$1,951,647	18,937	+13.6%	Shares	Sole	2025-11-03
2025-06-30	$1,629,405	16,664	-1.9%	Shares	Sole	2025-08-06
2025-03-31	$1,490,761	16,981	+4.8%	Shares	Sole	2025-04-24
2024-12-31	$1,464,031	16,204	+231.6%	Shares	Sole	2025-01-28
2022-03-31	$727,623	4,886	-30.1%	Shares	Sole	2022-05-19
2021-12-31	$1,011,093	6,988	+49.0%	Shares	Sole	2022-02-14
2021-09-30	$653,692	4,690	+2.3%	Shares	Sole	2021-11-15
2021-06-30	$646,718	4,586	-9.2%	Shares	Sole	2021-08-12
2021-03-31	$686,349	5,053	+1.3%	Shares	Sole	2021-05-14
2020-12-31	$719,308	4,990	+46.8%	Shares	Sole	2021-01-28
2020-09-30	$475,554	3,399	-12.8%	Shares	Sole	2020-11-12
2020-06-30	$467,022	3,899	+50.5%	Shares	Sole	2020-08-11
2020-03-31	$294,389	2,591	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.