Arkadios Wealth Advisors

Position in WMT — Walmart Inc.

CIK 1800798 ATLANTA, GA

Position in WMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$31,593,423

-$4,584,484 QoQ

Shares Held

278,946

-4.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#454

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Arkadios Wealth Advisors holds $57,884,485 across 5 Discount Stores names. WMT ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	278,946	$31,593,423
2	COST	Costco Wholesale Corp /New	22,635	$21,174,362
3	TGT	Target Corp	25,415	$3,319,452
4	DG	Dollar General Corp	10,029	$1,154,437
5	BJ	BJ's Wholesale Club Holdings, Inc.	7,370	$642,811

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,593,423	278,946	-4.2%	Shares	Sole	2026-08-10
2026-03-31	$36,177,907	291,100	+10.6%	Shares	Sole	2026-05-18
2025-12-31	$29,322,777	263,197	+17.3%	Shares	Sole	2026-02-13
2025-09-30	$23,127,693	224,410	+12.5%	Shares	Sole	2025-10-29
2025-06-30	$19,510,923	199,539	+15.3%	Shares	Sole	2025-08-04
2025-03-31	$15,195,044	173,084	-15.0%	Shares	Sole	2025-05-08
2024-12-31	$18,388,212	203,522	+4.8%	Shares	Sole	2025-01-15
2024-09-30	$15,680,519	194,186	+3.2%	Shares	Sole	2024-10-24
2024-06-30	$12,740,584	188,164	+11.7%	Shares	Sole	2024-07-29
2024-03-31	$10,139,607	168,516	+209.5%	Shares	Sole	2024-04-30
2023-12-31	$8,582,466	54,440	-1.8%	Shares	Sole	2024-01-24
2023-09-30	$8,868,758	55,454	+27.2%	Shares	Sole	2023-10-13
2023-06-30	$6,852,886	43,599	+5.1%	Shares	Sole	2023-07-26
2023-03-31	$6,117,700	41,490	-0.4%	Shares	Sole	2023-05-02
2022-12-31	$5,906,967	41,660	+10.7%	Shares	Sole	2023-01-11
2022-09-30	$4,879,050	37,618	+10.3%	Shares	Sole	2022-10-21
2022-06-30	$4,144,665	34,090	+6.7%	Shares	Sole	2022-07-14
2022-03-31	$4,756,355	31,939	+15.8%	Shares	Sole	2022-05-02
2021-12-31	$3,991,852	27,589	+4.3%	Shares	Sole	2022-02-03
2021-09-30	$3,687,994	26,460	+3.7%	Shares	Sole	2021-10-19
2021-06-30	$3,598,550	25,518	+29.8%	Shares	Sole	2021-07-28
2021-03-31	$2,671,234	19,666	+51.1%	Shares	Sole	2021-04-26
2020-12-31	$1,875,679	13,012	+32.2%	Shares	Sole	2021-02-09
2020-09-30	$1,376,715	9,840	-1.1%	Shares	Sole	2020-11-10
2020-06-30	$1,191,811	9,950	+8.1%	Shares	Sole	2020-08-10
2020-03-31	$1,046,098	9,207	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.