MBL Wealth, LLC

Position in WMT — Walmart Inc.

CIK 1845785 CHARLOTTE, NC

Position in WMT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,035,168

-$318,445 QoQ

Shares Held

17,969

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,981

of 4,382 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Consumer Defensive · as of Jun 30, 2026

MBL Wealth, LLC holds $4,875,721 across 3 Discount Stores names. WMT ranks #2 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,571	$2,405,092
2	WMT	Walmart Inc. This page	17,969	$2,035,168
3	DG	Dollar General Corp	3,783	$435,461

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,035,168	17,969	-5.1%	Shares	Sole	2026-07-15
2026-03-31	$2,353,613	18,938	-0.3%	Shares	Sole	2026-04-28
2025-12-31	$2,116,789	19,000	+37.8%	Shares	Sole	2026-01-21
2025-09-30	$1,420,888	13,787	-2.1%	Shares	Sole	2025-10-16
2025-06-30	$1,376,937	14,082	+3.6%	Shares	Sole	2025-07-22
2025-03-31	$1,193,767	13,598	+13.3%	Shares	Sole	2025-05-21
2024-12-31	$1,084,831	12,007	-21.9%	Shares	Sole	2025-04-21
2024-09-30	$1,241,288	15,372	-0.4%	Shares	Sole	2025-01-08
2024-06-30	$1,044,968	15,433	-17.3%	Shares	Sole	2024-07-19
2024-03-31	$1,123,433	18,671	+179.3%	Shares	Sole	2024-04-22
2023-12-31	$1,053,889	6,685	+16.8%	Shares	Sole	2024-01-18
2023-09-30	$915,598	5,725	+7.1%	Shares	Sole	2023-10-11
2023-06-30	$840,125	5,345	+46.2%	Shares	Sole	2023-07-17
2023-03-31	$539,076	3,656	+10.8%	Shares	Sole	2023-04-12
2022-12-31	$467,764	3,299	-6.7%	Shares	Sole	2023-01-12
2022-09-30	$458,747	3,537	+21.3%	Shares	Sole	2023-01-12
2022-03-31	$434,399	2,917	-18.8%	Shares	Sole	2022-05-02
2021-03-31	$487,765	3,591	+3.8%	Shares	Defined	2021-05-27
2020-12-31	$498,903	3,461	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.