Symphony Financial, Ltd. Co.

Position in WMT — Walmart Inc.

CIK 1800687 HOUSTON, TX

Position in WMT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,182,410

-$451,532 QoQ

Shares Held

54,586

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#1,185

of 4,400 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $10,273,591 across 3 Discount Stores names. WMT ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	54,586	$6,182,410
2	COST	Costco Wholesale Corp /New	4,146	$3,878,458
3	DG	Dollar General Corp	1,848	$212,723

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,182,410	54,586	+2.3%	Shares	Sole	2026-08-04
2026-03-31	$6,633,942	53,379	+32.8%	Shares	Sole	2026-05-01
2025-12-31	$4,477,567	40,190	+13.6%	Shares	Sole	2026-02-11
2025-09-30	$3,645,129	35,369	-0.2%	Shares	Sole	2025-10-31
2025-06-30	$3,466,692	35,454	+0.4%	Shares	Sole	2025-08-15
2024-12-31	$3,189,264	35,299	-10.8%	Shares	Sole	2025-01-24
2024-09-30	$3,197,054	39,592	-2.1%	Shares	Sole	2024-10-21
2024-06-30	$2,738,124	40,439	+3.6%	Shares	Sole	2024-07-18
2024-03-31	$2,349,036	39,040	+205.7%	Shares	Sole	2024-04-17
2023-12-31	$2,013,348	12,771	-6.1%	Shares	Sole	2024-01-18
2023-09-30	$2,175,527	13,603	+3.0%	Shares	Sole	2023-11-07
2023-06-30	$2,074,931	13,201	+6.8%	Shares	Sole	2023-07-12
2023-03-31	$1,822,482	12,360	-6.6%	Shares	Sole	2023-05-03
2022-12-31	$1,876,305	13,233	-1.6%	Shares	Sole	2023-01-26
2022-09-30	$1,743,685	13,444	+4.3%	Shares	Sole	2022-10-28
2022-06-30	$1,566,802	12,887	+2.3%	Shares	Sole	2022-07-18
2022-03-31	$1,875,796	12,596	+18.5%	Shares	Sole	2022-05-13
2021-12-31	$1,537,910	10,629	+9.3%	Shares	Sole	2022-01-19
2021-09-30	$1,355,470	9,725	-62.9%	Shares	Sole	2021-10-12
2021-06-30	$3,694,021	26,195	-7.7%	Shares	Sole	2021-07-13
2021-03-31	$3,854,043	28,374	-22.7%	Shares	Sole	2021-04-15
2020-12-31	$5,288,863	36,690	+9.0%	Shares	Sole	2021-01-13
2020-09-30	$4,708,534	33,654	+6.1%	Shares	Sole	2020-10-09
2020-06-30	$3,798,107	31,709	+21.7%	Shares	Sole	2020-07-08
2020-03-31	$2,960,820	26,059	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.