Carolina Wealth Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1786411 MYRTLE BEACH, SC

Position in WMT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$204,321

-$19,880 QoQ

Shares Held

1,804

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#4,156

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $325,894 across 4 Discount Stores names. WMT ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	1,804	$204,321
2	COST	Costco Wholesale Corp /New	91	$85,127
3	TGT	Target Corp	251	$32,783
4	BJ	BJ's Wholesale Club Holdings, Inc.	42	$3,663

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,321	1,804	0.0%	Shares	Sole	2026-07-09
2026-03-31	$224,201	1,804	+7.7%	Shares	Sole	2026-04-07
2025-12-31	$186,611	1,675	-8.6%	Shares	Sole	2026-01-21
2025-09-30	$188,908	1,833	-17.8%	Shares	Sole	2025-10-07
2025-06-30	$217,951	2,229	0.0%	Shares	Sole	2025-07-22
2025-03-31	$195,683	2,229	0.0%	Shares	Sole	2025-04-24
2024-12-31	$201,390	2,229	-19.5%	Shares	Sole	2025-01-14
2024-09-30	$223,596	2,769	0.0%	Shares	Sole	2024-10-21
2024-06-30	$187,488	2,769	0.0%	Shares	Sole	2024-07-12
2024-03-31	$166,610	2,769	+277.8%	Shares	Sole	2024-04-05
2023-12-31	$115,557	733	+3.5%	Shares	Sole	2024-01-23
2023-09-30	$113,230	708	+4.6%	Shares	Sole	2023-10-17
2023-06-30	$106,410	677	-1.5%	Shares	Sole	2023-07-17
2023-03-31	$101,298	687	+3.6%	Shares	Sole	2023-04-14
2022-12-31	$94,006	663	+5.6%	Shares	Sole	2023-01-10
2022-09-30	$81,451	628	+4.3%	Shares	Sole	2022-10-14
2022-06-30	$73,191	602	+6.0%	Shares	Sole	2022-07-19
2022-03-31	$84,586	568	+5.6%	Shares	Sole	2022-04-18
2021-12-31	$77,843	538	-48.7%	Shares	Sole	2022-01-24
2021-09-30	$146,209	1,049	0.0%	Shares	Sole	2021-10-22
2021-06-30	$147,930	1,049	0.0%	Shares	Sole	2021-07-22
2021-03-31	$142,485	1,049	+9.3%	Shares	Sole	2021-04-09
2020-12-31	$138,384	960	+269.2%	Shares	Sole	2021-01-29
2020-09-30	$36,376	260	+57.6%	Shares	Sole	2020-10-19
2020-06-30	$19,763	165	-27.6%	Shares	Sole	2020-07-31
2020-03-31	$25,905	228	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.