Position in WMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,475,297
-$368,726 QoQ
Shares Held
21,855
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,829
of 4,378 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $6,737,298 across 2 Discount Stores names. WMT ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
4,556 | $4,262,001 | |
| 2 | WMT |
Walmart Inc.
This page
|
21,855 | $2,475,297 |
All Filings in WMT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,475,297 | 21,855 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,844,023 | 22,884 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,444,892 | 21,945 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $526,945 | 5,113 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $601,053 | 6,147 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $496,452 | 5,655 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $565,410 | 6,258 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $542,317 | 6,716 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $463,000 | 6,838 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $395,677 | 6,576 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $244,357 | 1,550 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $211,747 | 1,324 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||