Aaron Wealth Advisors LLC

Position in WMT — Walmart Inc.

CIK 1812198 Chicago, IL

Position in WMT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$10,591,622

-$1,202,052 QoQ

Shares Held

93,516

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#864

of 4,381 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $17,927,677 across 5 Discount Stores names. WMT ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	93,516	$10,591,622
2	COST	Costco Wholesale Corp /New	5,329	$4,985,119
3	TGT	Target Corp	12,315	$1,608,462
4	DLTR	Dollar Tree, Inc.	3,728	$450,901
5	DG	Dollar General Corp	2,533	$291,573

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,591,622	93,516	-1.5%	Shares	Sole	2026-07-16
2026-03-31	$11,793,674	94,896	-10.7%	Shares	Sole	2026-04-21
2025-12-31	$11,843,551	106,306	+9.6%	Shares	Sole	2026-01-21
2025-09-30	$9,994,552	96,978	+43.7%	Shares	Sole	2025-10-03
2025-06-30	$6,598,096	67,479	+1.9%	Shares	Sole	2025-07-09
2025-03-31	$5,815,560	66,244	+1.3%	Shares	Sole	2025-04-28
2024-12-31	$5,909,161	65,403	+3.8%	Shares	Sole	2025-01-15
2024-09-30	$5,089,188	63,024	+8.3%	Shares	Sole	2024-10-17
2024-06-30	$3,939,367	58,180	+5.4%	Shares	Sole	2024-07-22
2024-03-31	$3,321,083	55,195	+233.8%	Shares	Sole	2024-04-25
2023-12-31	$2,607,058	16,537	-47.7%	Shares	Sole	2024-01-26
2023-09-30	$5,059,385	31,635	+0.2%	Shares	Sole	2023-10-19
2023-06-30	$4,960,597	31,560	+0.8%	Shares	Sole	2023-07-26
2023-03-31	$4,618,576	31,323	-0.9%	Shares	Sole	2023-05-02
2022-12-31	$4,482,545	31,614	+18.2%	Shares	Sole	2023-01-24
2022-09-30	$3,470,120	26,755	+40.0%	Shares	Sole	2022-10-21
2022-06-30	$2,323,030	19,107	-99.4%	Shares	Sole	2022-07-22
2022-03-31	$21,651,000	3,224,266	+14883.3%	Shares	Sole	2022-05-10
2021-12-31	$3,113,584	21,519	+196.7%	Shares	Sole	2022-01-21
2021-09-30	$1,011,062	7,254	-0.8%	Shares	Sole	2021-10-21
2021-06-30	$1,031,562	7,315	+0.9%	Shares	Sole	2021-07-29
2021-03-31	$984,768	7,250	+103.2%	Shares	Sole	2021-04-29
2020-12-31	$514,327	3,568	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.