Thrive Wealth Management, LLC

Position in WMT — Walmart Inc.

CIK 1847610 AUDUBON, PA

Position in WMT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$780,814

-$33,344 QoQ

Shares Held

6,894

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,893

of 4,378 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $2,044,861 across 4 Discount Stores names. WMT ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	6,894	$780,814
2	COST	Costco Wholesale Corp /New	795	$743,698
3	DG	Dollar General Corp	2,780	$320,005
4	BJ	BJ's Wholesale Club Holdings, Inc.	2,297	$200,344

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,814	6,894	+5.2%	Shares	Sole	2026-07-07
2026-03-31	$814,158	6,551	+7.4%	Shares	Sole	2026-04-09
2025-12-31	$679,601	6,100	-0.6%	Shares	Sole	2026-01-12
2025-09-30	$632,685	6,139	-3.5%	Shares	Sole	2025-10-07
2025-06-30	$622,174	6,363	+5.0%	Shares	Sole	2025-07-09
2025-03-31	$531,919	6,059	-8.8%	Shares	Sole	2025-04-10
2024-12-31	$600,014	6,641	-2.3%	Shares	Sole	2025-01-16
2024-09-30	$548,777	6,796	-2.6%	Shares	Sole	2024-10-04
2024-06-30	$472,344	6,976	-0.2%	Shares	Sole	2024-07-12
2024-03-31	$420,648	6,991	+259.8%	Shares	Sole	2024-04-16
2023-12-31	$306,313	1,943	-4.3%	Shares	Sole	2024-01-10
2023-09-30	$324,817	2,031	+6.4%	Shares	Sole	2023-10-13
2023-06-30	$299,899	1,908	+5.9%	Shares	Sole	2023-07-12
2023-03-31	$265,704	1,802	+21.2%	Shares	Sole	2023-04-07
2022-12-31	$210,841	1,487	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.