Opal Wealth Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1844201 JERICHO, NY

Position in WMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$411,247

-$13,293 QoQ

Shares Held

3,631

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#3,532

of 4,373 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $913,594 across 2 Discount Stores names. WMT ranks #2 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COST	Costco Wholesale Corp /New	537	$502,347
2	WMT	Walmart Inc. This page	3,631	$411,247

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,247	3,631	+6.3%	Shares	Sole	2026-07-20
2026-03-31	$424,540	3,416	-43.7%	Shares	Sole	2026-04-14
2025-12-31	$676,370	6,071	-3.3%	Shares	Sole	2026-01-26
2025-09-30	$646,804	6,276	-11.2%	Shares	Sole	2025-10-24
2025-06-30	$691,304	7,070	+9.0%	Shares	Sole	2025-07-14
2025-03-31	$569,581	6,488	-17.4%	Shares	Sole	2025-04-16
2024-12-31	$709,699	7,855	+2.6%	Shares	Sole	2025-01-29
2024-09-30	$617,979	7,653	+12.4%	Shares	Sole	2024-10-15
2024-06-30	$460,834	6,806	+19.7%	Shares	Sole	2024-07-12
2024-03-31	$342,006	5,684	+195.4%	Shares	Sole	2024-04-11
2023-12-31	$303,318	1,924	-8.6%	Shares	Sole	2024-01-22
2023-09-30	$336,652	2,105	+6.4%	Shares	Sole	2023-10-18
2023-06-30	$310,901	1,978	+7.7%	Shares	Sole	2023-07-27
2023-03-31	$270,718	1,836	+11.6%	Shares	Sole	2023-04-19
2022-12-31	$233,244	1,645	-2.3%	Shares	Sole	2023-02-03
2022-09-30	$218,284	1,683	+0.4%	Shares	Sole	2022-10-17
2022-06-30	$203,768	1,676	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.