Net Worth Advisory Group

Position in WMT — Walmart Inc.

CIK 1791998 SANDY, UT

Position in WMT

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

Position Value

$1,944,900

-$321,097 QoQ

Shares Held

17,172

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#2,022

of 4,382 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Net Worth Advisory Group holds $3,708,854 across 3 Discount Stores names. WMT ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	17,172	$1,944,900
2	COST	Costco Wholesale Corp /New	1,618	$1,513,590
3	DG	Dollar General Corp	2,175	$250,364

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,944,900	17,172	-5.8%	Shares	Sole	2026-07-14
2026-03-31	$2,265,997	18,233	+1.0%	Shares	Sole	2026-05-05
2025-12-31	$2,011,618	18,056	-24.3%	Shares	Sole	2026-01-14
2025-09-30	$2,458,084	23,851	-7.9%	Shares	Sole	2025-10-15
2025-06-30	$2,531,915	25,894	+97.9%	Shares	Sole	2025-07-22
2025-03-31	$1,148,907	13,087	+0.3%	Shares	Sole	2025-04-15
2024-12-31	$1,179,157	13,051	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$1,052,980	13,040	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.