Hixon Zuercher, LLC

Position in WMT — Walmart Inc.

CIK 1806752 Findlay, OH

Position in WMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,880,572

-$713,849 QoQ

Shares Held

51,921

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.27%

of 13F equity value

Holder Rank

#1,220

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

Hixon Zuercher, LLC holds $10,490,080 across 3 Discount Stores names. WMT ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	51,921	$5,880,572
2	COST	Costco Wholesale Corp /New	2,938	$2,748,410
3	DG	Dollar General Corp	16,168	$1,861,098

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,880,572	51,921	-2.1%	Shares	Sole	2026-07-20
2026-03-31	$6,594,421	53,061	-1.7%	Shares	Sole	2026-04-20
2025-12-31	$6,010,903	53,953	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$5,578,019	54,124	-1.7%	Shares	Sole	2025-10-14
2025-06-30	$5,386,015	55,083	-0.2%	Shares	Sole	2025-07-31
2025-03-31	$4,843,813	55,175	-26.9%	Shares	Sole	2025-04-25
2024-12-31	$6,817,449	75,456	-3.4%	Shares	Sole	2025-01-23
2024-09-30	$6,307,140	78,107	-1.9%	Shares	Sole	2024-10-30
2024-06-30	$5,388,429	79,581	-6.2%	Shares	Sole	2024-07-30
2024-03-31	$5,104,401	84,833	+208.6%	Shares	Sole	2024-04-30
2023-12-31	$4,333,798	27,490	-22.0%	Shares	Sole	2024-01-12
2023-09-30	$5,639,451	35,262	-10.4%	Shares	Sole	2023-10-25
2023-06-30	$6,183,771	39,342	+1.1%	Shares	Sole	2023-07-17
2023-03-31	$5,738,459	38,918	+4.7%	Shares	Sole	2023-04-18
2022-12-31	$5,272,599	37,186	+2.7%	Shares	Sole	2023-01-20
2022-09-30	$4,695,784	36,205	+10.6%	Shares	Sole	2022-10-26
2022-06-30	$3,981,261	32,746	+2.7%	Shares	Sole	2022-07-12
2022-03-31	$4,749,654	31,894	+1.9%	Shares	Sole	2022-04-19
2021-12-31	$4,529,520	31,305	+4.8%	Shares	Sole	2022-01-24
2021-09-30	$4,163,698	29,873	+1.5%	Shares	Sole	2021-10-13
2021-06-30	$4,149,093	29,422	-15.0%	Shares	Sole	2021-10-13
2021-03-31	$4,700,808	34,608	-12.8%	Shares	Sole	2021-10-13
2020-12-31	$5,723,187	39,703	+0.2%	Shares	Sole	2021-10-13
2020-09-30	$5,543,657	39,623	+1.6%	Shares	Sole	2021-10-13
2020-06-30	$4,673,220	39,015	+7.8%	Shares	Sole	2021-10-13
2020-03-31	$4,110,313	36,176	—	Shares	Sole	2021-10-13
No filing history on record for this holder in this stock.