44 WEALTH MANAGEMENT LLC

Position in WMT — Walmart Inc.

CIK 1831187 EUGENE, OR

Position in WMT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,708,726

-$262,311 QoQ

Shares Held

23,916

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,741

of 4,382 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $6,877,275 across 3 Discount Stores names. WMT ranks #2 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	3,429	$3,207,726
2	WMT	Walmart Inc. This page	23,916	$2,708,726
3	DG	Dollar General Corp	8,347	$960,823

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,708,726	23,916	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,971,037	23,906	-4.6%	Shares	Sole	2026-05-15
2025-12-31	$2,792,603	25,066	-1.6%	Shares	Sole	2026-02-09
2025-09-30	$2,625,144	25,472	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$2,484,589	25,410	-0.5%	Shares	Sole	2025-08-15
2025-03-31	$2,241,542	25,533	+6.9%	Shares	Sole	2025-04-29
2024-12-31	$2,157,377	23,878	0.0%	Shares	Sole	2025-02-03
2024-09-30	$1,928,148	23,878	+131.2%	Shares	Sole	2024-10-25
2023-06-30	$1,623,668	10,330	-6.3%	Shares	Sole	2023-07-18
2023-03-31	$1,625,046	11,021	+0.2%	Shares	Sole	2023-04-20
2022-12-31	$1,559,547	10,999	-7.0%	Shares	Sole	2023-01-20
2022-09-30	$1,534,090	11,828	+47.2%	Shares	Sole	2022-10-12
2022-06-30	$976,774	8,034	+0.1%	Shares	Sole	2022-07-22
2022-03-31	$1,195,529	8,028	+0.0%	Shares	Sole	2022-04-18
2021-12-31	$1,161,137	8,025	0.0%	Shares	Sole	2022-01-13
2021-09-30	$1,118,524	8,025	+0.0%	Shares	Sole	2021-10-20
2021-06-30	$1,131,263	8,022	+5.3%	Shares	Sole	2021-07-19
2021-03-31	$1,034,482	7,616	0.0%	Shares	Sole	2021-05-18
2020-12-31	$1,097,846	7,616	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.