Key Financial Inc

Position in WMT — Walmart Inc.

CIK 1801720 WEST CHESTER, PA

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$607,639

-$72,545 QoQ

Shares Held

5,365

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#3,136

of 4,378 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Key Financial Inc holds $1,600,877 across 5 Discount Stores names. WMT ranks #2 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	969	$906,470
2	WMT	Walmart Inc. This page	5,365	$607,639
3	DG	Dollar General Corp	282	$32,461
4	TGT	Target Corp	213	$27,819
5	DLTR	Dollar Tree, Inc.	219	$26,488

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$607,639	5,365	-2.0%	Shares	Sole	2026-07-24
2026-03-31	$680,184	5,473	+9.5%	Shares	Sole	2026-04-24
2025-12-31	$556,715	4,997	+8.7%	Shares	Sole	2026-02-09
2025-09-30	$473,766	4,597	+2.3%	Shares	Sole	2025-11-05
2025-06-30	$439,423	4,494	+8.5%	Shares	Sole	2025-08-05
2025-03-31	$363,713	4,143	0.0%	Shares	Sole	2025-05-01
2024-12-31	$374,320	4,143	-9.5%	Shares	Sole	2025-01-31
2024-09-30	$369,673	4,578	+1.7%	Shares	Sole	2024-10-29
2024-06-30	$304,898	4,503	0.0%	Shares	Sole	2024-07-30
2024-03-31	$270,945	4,503	+200.0%	Shares	Sole	2024-05-13
2023-12-31	$236,632	1,501	-5.5%	Shares	Sole	2024-01-31
2023-09-30	$253,968	1,588	+1.0%	Shares	Sole	2023-11-01
2023-06-30	$247,086	1,572	+12.0%	Shares	Sole	2023-07-28
2023-03-31	$206,872	1,403	0.0%	Shares	Sole	2023-05-02
2022-12-31	$198,931	1,403	0.0%	Shares	Sole	2023-01-26
2022-09-30	$181,968	1,403	0.0%	Shares	Sole	2022-10-28
2022-06-30	$170,576	1,403	+4.6%	Shares	Sole	2022-07-26
2022-03-31	$199,701	1,341	+46.2%	Shares	Sole	2022-04-27
2021-12-31	$132,680	917	-9.8%	Shares	Sole	2022-01-19
2021-09-30	$141,749	1,017	+10.9%	Shares	Sole	2021-11-01
2021-06-30	$129,315	917	0.0%	Shares	Sole	2021-08-02
2021-03-31	$124,556	917	+14.5%	Shares	Sole	2021-04-30
2020-12-31	$115,464	801	+32.2%	Shares	Sole	2021-01-29
2020-03-31	$68,853	606	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.