SteelPeak Wealth, LLC

Position in WMT — Walmart Inc.

CIK 1801868 WOODLAND HILLS, CA

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,393,300

+$993,459 QoQ

Shares Held

56,448

+29.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,162

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Mar 31, 2025

CallValue

$43,895

CallShares

500

PutValue

$43,895

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

SteelPeak Wealth, LLC holds $38,549,445 across 4 Discount Stores names. WMT ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	29,775	$27,853,619
2	WMT	Walmart Inc. This page	56,448	$6,393,300
3	DG	Dollar General Corp	33,598	$3,867,465
4	TGT	Target Corp	3,331	$435,061

All Filings in WMT

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,393,300	56,448	+29.9%	Shares	Sole	2026-07-13
2026-03-31	$5,399,841	43,449	+13.4%	Shares	Sole	2026-05-05
2025-12-31	$4,269,899	38,326	+4.9%	Shares	Sole	2026-01-20
2025-09-30	$3,766,430	36,546	+62.0%	Shares	Sole	2025-10-21
2025-06-30	$2,206,503	22,566	+9.6%	Shares	Sole	2025-07-23
2025-03-31	$43,895	500	-66.7%	Put	Sole	2025-05-01
2025-03-31	$1,807,069	20,584	-58.6%	Shares	Sole	2025-05-01
2025-03-31	$43,895	500	-58.3%	Call	Sole	2025-05-01
2024-12-31	$4,487,594	49,669	-2.0%	Shares	Sole	2025-01-23
2024-09-30	$4,091,602	50,670	+13.4%	Shares	Sole	2024-10-25
2024-06-30	$101,565	1,500	—	Put	Sole	2024-07-17
2024-06-30	$3,024,537	44,669	+173.6%	Shares	Sole	2024-07-17
2024-03-31	$982,275	16,325	+31.1%	Shares	Sole	2024-04-18
2023-12-31	$189,180	1,200	—	Call	Sole	2024-01-24
2023-12-31	$1,963,530	12,455	-20.2%	Shares	Sole	2024-01-24
2023-09-30	$2,494,748	15,599	+150.8%	Shares	Sole	2023-11-03
2023-06-30	$977,658	6,220	+1.5%	Shares	Sole	2023-08-03
2023-03-31	$903,278	6,126	-87.5%	Shares	Sole	2023-05-08
2022-12-31	$6,961,175	49,095	+112.4%	Shares	Sole	2023-01-25
2022-09-30	$2,998,531	23,119	+12.9%	Shares	Sole	2022-10-26
2022-06-30	$2,488,623	20,469	-16.4%	Shares	Sole	2022-08-02
2022-03-31	$3,646,306	24,485	-0.9%	Shares	Sole	2022-05-10
2021-12-31	$3,576,592	24,719	+5.4%	Shares	Sole	2022-01-31
2021-09-30	$3,267,903	23,446	-0.4%	Shares	Sole	2021-11-15
2021-06-30	$3,319,472	23,539	+13.1%	Shares	Sole	2021-08-13
2021-03-31	$2,826,624	20,810	+19.5%	Shares	Sole	2021-05-18
2020-12-31	$2,509,795	17,411	+19.3%	Shares	Sole	2021-02-04
2020-09-30	$139,910	1,000	0.0%	Put	Sole	2020-10-26
2020-09-30	$2,041,428	14,591	-25.1%	Shares	Sole	2020-10-26
2020-06-30	$2,332,957	19,477	+39.7%	Shares	Sole	2020-07-21
2020-06-30	$119,780	1,000	—	Put	Sole	2020-07-21
2020-03-31	$1,583,634	13,938	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.