MTM Investment Management, LLC

Position in WMT — Walmart Inc.

CIK 1831416 SPARTANBURG, SC

Position in WMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,333,468

-$326,950 QoQ

Shares Held

29,432

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#1,587

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

MTM Investment Management, LLC holds $7,230,233 across 5 Discount Stores names. WMT ranks #2 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	3,874	$3,624,010
2	WMT	Walmart Inc. This page	29,432	$3,333,468
3	TGT	Target Corp	1,494	$195,131
4	DLTR	Dollar Tree, Inc.	421	$50,919
5	DG	Dollar General Corp	232	$26,705

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,333,468	29,432	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$3,660,418	29,453	-1.0%	Shares	Sole	2026-05-06
2025-12-31	$3,315,227	29,757	-2.4%	Shares	Sole	2026-02-09
2025-09-30	$3,143,433	30,501	+0.0%	Shares	Sole	2025-11-03
2025-06-30	$2,981,605	30,493	0.0%	Shares	Sole	2025-08-08
2025-03-31	$2,676,980	30,493	-2.7%	Shares	Sole	2025-05-01
2024-12-31	$2,832,382	31,349	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$2,541,848	31,478	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$2,132,526	31,495	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$1,893,971	31,477	+201.9%	Shares	Sole	2024-04-25
2023-12-31	$1,643,974	10,428	0.0%	Shares	Sole	2024-01-16
2023-09-30	$1,667,750	10,428	+0.0%	Shares	Sole	2023-10-26
2023-06-30	$1,638,600	10,425	+0.1%	Shares	Sole	2023-07-28
2023-03-31	$1,536,281	10,419	-5.3%	Shares	Sole	2023-05-03
2022-12-31	$1,559,830	11,001	-1.0%	Shares	Sole	2023-02-07
2022-09-30	$1,441,873	11,117	-11.2%	Shares	Sole	2022-10-28
2022-06-30	$1,521,818	12,517	+6.6%	Shares	Sole	2022-08-10
2022-03-31	$1,748,022	11,738	-0.5%	Shares	Sole	2022-05-02
2021-12-31	$1,706,184	11,792	0.0%	Shares	Sole	2022-02-08
2021-09-30	$1,643,568	11,792	-6.6%	Shares	Sole	2021-10-22
2021-06-30	$1,780,519	12,626	-5.9%	Shares	Sole	2021-07-20
2021-03-31	$1,822,160	13,415	+1.1%	Shares	Sole	2021-04-19
2020-12-31	$1,912,293	13,266	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.