HOEY INVESTMENTS, INC

Position in WMT — Walmart Inc.

CIK 1799544 COATESVILLE, PA

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,364,700

-$1,319,494 QoQ

Shares Held

38,537

-15.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,411

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

HOEY INVESTMENTS, INC holds $4,648,711 across 4 Discount Stores names. WMT ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	38,537	$4,364,700
2	COST	Costco Wholesale Corp /New	299	$279,705
3	DLTR	Dollar Tree, Inc.	28	$3,386
4	DG	Dollar General Corp	8	$920

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,364,700	38,537	-15.7%	Shares	Sole	2026-07-27
2026-03-31	$5,684,194	45,737	-10.4%	Shares	Sole	2026-04-29
2025-12-31	$5,685,029	51,028	+2.0%	Shares	Sole	2026-01-28
2025-09-30	$5,153,412	50,004	-4.1%	Shares	Sole	2025-11-13
2025-06-30	$5,099,618	52,154	-13.9%	Shares	Sole	2025-07-14
2025-03-31	$5,317,440	60,570	+14.7%	Shares	Sole	2025-04-16
2024-12-31	$4,773,100	52,829	+69.1%	Shares	Sole	2025-02-12
2024-09-30	$2,522,549	31,239	0.0%	Shares	Sole	2024-10-28
2024-06-30	$2,115,192	31,239	+16.7%	Shares	Sole	2024-07-31
2024-03-31	$1,611,232	26,778	+251.5%	Shares	Sole	2024-05-10
2023-12-31	$1,201,135	7,619	-1.4%	Shares	Sole	2024-02-13
2023-09-30	$1,236,258	7,730	-11.0%	Shares	Sole	2024-04-22
2023-06-30	$1,364,635	8,682	-25.0%	Shares	Sole	2024-04-22
2023-03-31	$1,706,881	11,576	+5.5%	Shares	Sole	2024-04-22
2022-12-31	$1,555,576	10,971	-7.9%	Shares	Sole	2023-02-14
2022-09-30	$1,544,466	11,908	+1004.6%	Shares	Sole	2022-11-14
2022-06-30	$131,063	1,078	+138.5%	Shares	Sole	2022-08-11
2022-03-31	$67,311	452	-99.3%	Shares	Sole	2022-04-25
2021-12-31	$10,002,709	69,132	-0.8%	Shares	Sole	2022-02-14
2021-09-30	$9,717,991	69,723	-5.9%	Shares	Sole	2021-11-12
2021-06-30	$10,453,396	74,127	+8.0%	Shares	Sole	2021-11-12
2021-03-31	$9,326,230	68,661	-13.9%	Shares	Sole	2021-11-12
2020-12-31	$11,489,764	79,707	+3.5%	Shares	Sole	2021-01-22
2020-09-30	$10,776,715	77,026	+41.3%	Shares	Sole	2020-10-13
2020-06-30	$6,530,770	54,523	+11.3%	Shares	Sole	2020-07-10
2020-03-31	$5,565,216	48,981	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.