Concord Wealth Partners

Position in WMT — Walmart Inc.

CIK 1814214 ABINGDON, VA

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,147,382

-$487,932 QoQ

Shares Held

27,789

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#1,636

of 4,382 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $5,792,815 across 5 Discount Stores names. WMT ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	27,789	$3,147,382
2	COST	Costco Wholesale Corp /New	2,742	$2,565,058
3	DG	Dollar General Corp	410	$47,195
4	TGT	Target Corp	217	$28,342
5	DLTR	Dollar Tree, Inc.	40	$4,838

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,147,382	27,789	-5.0%	Shares	Sole	2026-07-27
2026-03-31	$3,635,314	29,251	+0.3%	Shares	Sole	2026-05-01
2025-12-31	$3,250,720	29,178	+4.4%	Shares	Sole	2026-01-29
2025-09-30	$2,879,290	27,938	+0.3%	Shares	Sole	2025-11-05
2025-06-30	$2,724,541	27,864	+2.4%	Shares	Sole	2025-07-25
2025-03-31	$2,388,678	27,209	-37.0%	Shares	Sole	2025-05-02
2024-12-31	$3,904,023	43,210	+96.3%	Shares	Sole	2025-01-24
2024-09-30	$1,777,792	22,016	+24.1%	Shares	Sole	2024-10-24
2024-06-30	$1,201,649	17,747	+13.4%	Shares	Sole	2024-07-31
2024-03-31	$941,901	15,654	+238.4%	Shares	Sole	2024-04-30
2023-12-31	$729,288	4,626	-6.8%	Shares	Sole	2024-04-30
2023-09-30	$793,412	4,961	-0.7%	Shares	Sole	2024-04-30
2023-06-30	$785,113	4,995	+43.0%	Shares	Sole	2023-08-08
2023-03-31	$515,190	3,494	+40.0%	Shares	Sole	2023-04-26
2022-12-31	$353,907	2,496	-34.9%	Shares	Sole	2023-01-30
2022-09-30	$497,139	3,833	-4.6%	Shares	Sole	2022-11-10
2022-06-30	$488,387	4,017	-5.2%	Shares	Sole	2022-08-04
2022-03-31	$630,974	4,237	-6.1%	Shares	Sole	2022-04-20
2021-12-31	$653,130	4,514	+470.7%	Shares	Sole	2022-01-21
2021-09-30	$110,249	791	-72.4%	Shares	Sole	2021-11-09
2021-06-30	$403,458	2,861	+22.5%	Shares	Sole	2021-07-29
2021-03-31	$317,299	2,336	+658.4%	Shares	Sole	2021-05-13
2020-12-31	$44,398	308	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.