WEALTH ALLIANCE, LLC

Position in WMT — Walmart Inc.

CIK 1793904 MELLVILLE, NY

Position in WMT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,131,100

-$744,117 QoQ

Shares Held

18,816

-18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,943

of 4,382 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $3,790,654 across 3 Discount Stores names. WMT ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	18,816	$2,131,100
2	COST	Costco Wholesale Corp /New	1,434	$1,341,463
3	BJ	BJ's Wholesale Club Holdings, Inc.	3,647	$318,091

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,131,100	18,816	-18.7%	Shares	Defined	2026-08-11
2026-03-31	$2,875,217	23,135	-15.0%	Shares	Defined	2026-05-14
2025-12-31	$3,033,248	27,226	-2.8%	Shares	Defined	2026-02-13
2025-09-30	$2,886,813	28,011	-1.0%	Shares	Defined	2025-11-07
2025-06-30	$2,765,902	28,287	+1.3%	Shares	Defined	2025-08-08
2025-03-31	$2,452,238	27,933	+3.7%	Shares	Defined	2025-05-05
2024-12-31	$2,432,583	26,924	+9.5%	Shares	Defined	2025-02-03
2024-09-30	$1,985,561	24,589	-8.4%	Shares	Defined	2024-11-04
2024-06-30	$1,818,284	26,854	-10.0%	Shares	Defined	2024-08-09
2024-03-31	$1,795,653	29,843	+208.3%	Shares	Defined	2024-05-10
2023-12-31	$1,525,894	9,679	-0.3%	Shares	Defined	2024-01-30
2023-09-30	$1,552,760	9,709	+7.3%	Shares	Defined	2023-11-09
2023-06-30	$1,422,163	9,048	-2.3%	Shares	Defined	2023-08-02
2023-03-31	$1,365,681	9,262	+3.4%	Shares	Defined	2023-05-11
2022-12-31	$1,269,870	8,956	+1.5%	Shares	Defined	2023-02-13
2022-09-30	$1,143,952	8,820	+22.5%	Shares	Defined	2022-11-14
2022-06-30	$875,375	7,200	+33.9%	Shares	Sole	2022-10-11
2022-03-31	$801,040	5,379	-5.5%	Shares	Defined	2022-05-10
2021-12-31	$824,008	5,695	+52.4%	Shares	Defined	2022-02-14
2021-09-30	$521,001	3,738	+14.7%	Shares	Defined	2021-11-12
2021-06-30	$459,443	3,258	+27.7%	Shares	Defined	2021-08-16
2021-03-31	$346,502	2,551	-20.7%	Shares	Defined	2021-05-18
2020-12-31	$463,441	3,215	+18.0%	Shares	Defined	2021-02-11
2020-09-30	$381,255	2,725	—	Shares	Defined	2020-12-01
No filing history on record for this holder in this stock.