Kingsview Wealth Management, LLC

Position in WMT — Walmart Inc.

CIK 1791965 GRANTS PASS, OR

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$19,014,655

-$50,064,145 QoQ

Shares Held

167,885

-69.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#612

of 4,381 holders

Holding Since

Mar 2020

26 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 Dec 31, 2021

CallValue

CallShares

PutValue

$57,876

PutShares

1,200

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

Kingsview Wealth Management, LLC holds $36,916,632 across 4 Discount Stores names. WMT ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	167,885	$19,014,655
2	COST	Costco Wholesale Corp /New	15,501	$14,500,720
3	TGT	Target Corp	14,867	$1,941,778
4	DG	Dollar General Corp	12,679	$1,459,479

All Filings in WMT

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,014,655	167,885	-69.8%	Shares	Sole	2026-08-19
2026-03-31	$69,078,800	555,832	+1.2%	Shares	Defined	2026-05-12
2025-12-31	$61,164,980	549,008	+377.5%	Shares	Defined	2026-02-09
2025-09-30	$11,849,529	114,977	-77.1%	Shares	Sole	2025-11-12
2025-06-30	$49,010,953	501,237	+411.3%	Shares	Sole	2025-08-08
2025-03-31	$8,606,756	98,038	-2.1%	Shares	Sole	2025-05-02
2024-12-31	$9,049,456	100,160	+3.4%	Shares	Sole	2025-01-28
2024-09-30	$7,825,078	96,905	-45.9%	Shares	Sole	2024-11-12
2024-06-30	$12,131,058	179,162	+80.6%	Shares	Sole	2024-08-14
2024-03-31	$5,968,683	99,197	+72.5%	Shares	Sole	2024-05-09
2023-12-31	$9,063,140	57,489	+75.5%	Shares	Defined	2024-02-08
2023-09-30	$5,239,946	32,764	-32.1%	Shares	Sole	2023-11-07
2023-06-30	$7,585,973	48,263	+76.2%	Shares	Defined	2023-08-10
2023-03-31	$4,038,802	27,391	-46.7%	Shares	Sole	2023-05-15
2022-12-31	$7,282,329	51,360	+3.1%	Shares	Defined	2023-02-13
2022-09-30	$6,461,778	49,821	+14.2%	Shares	Defined	2022-11-15
2022-06-30	$5,301,986	43,609	+96.5%	Shares	Defined	2022-08-16
2022-03-31	$3,304,385	22,189	-12.8%	Shares	Sole	2024-02-08
2021-12-31	$3,681,781	25,446	+0.6%	Shares	Sole	2022-02-17
2021-12-31	$57,876	400	0.0%	Put	Sole	2022-02-17
2021-09-30	$3,524,362	25,286	+6.2%	Shares	Sole	2021-12-03
2021-06-30	$3,356,419	23,801	+7.4%	Shares	Sole	2021-08-17
2021-03-31	$67,915	500	-16.7%	Call	Sole	2021-05-24
2021-03-31	$3,008,908	22,152	-14.5%	Shares	Sole	2021-05-24
2021-03-31	$54,332	400	+300.0%	Put	Sole	2021-05-24
2020-12-31	$18,415	600	+50.0%	Call	Sole	2021-02-16
2020-12-31	$3,736,368	25,920	-0.3%	Shares	Sole	2021-02-16
2020-09-30	$3,636,403	25,991	+24.5%	Shares	Sole	2020-11-19
2020-09-30	$3,000	400	-50.0%	Call	Sole	2020-11-19
2020-06-30	$11,978	100	—	Put	Sole	2020-08-14
2020-06-30	$2,500,529	20,876	+5.3%	Shares	Sole	2020-08-14
2020-06-30	$95,824	800	+166.7%	Call	Sole	2020-08-14
2020-03-31	$2,252,514	19,825	—	Shares	Sole	2020-05-11
2020-03-31	$2,000	300	—	Call	Sole	2020-05-11
No filing history on record for this holder in this stock.