SOA Wealth Advisors, LLC.

Position in WMT — Walmart Inc.

CIK 1849444 NEW YORK, NY

Position in WMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,957,699

-$2,035,665 QoQ

Shares Held

17,285

-46.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,010

of 4,382 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $12,201,416 across 4 Discount Stores names. WMT ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	6,631	$6,203,101
2	DG	Dollar General Corp	34,561	$3,978,316
3	WMT	Walmart Inc. This page	17,285	$1,957,699
4	TGT	Target Corp	477	$62,300

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,957,699	17,285	-46.2%	Shares	Sole	2026-07-21
2026-03-31	$3,993,364	32,132	+6.2%	Shares	Sole	2026-05-20
2025-12-31	$3,369,261	30,242	-0.6%	Shares	Sole	2026-01-20
2025-09-30	$3,136,940	30,438	+1.4%	Shares	Sole	2025-10-21
2025-06-30	$2,934,084	30,007	-0.6%	Shares	Sole	2025-07-18
2025-03-31	$2,651,345	30,201	+228.5%	Shares	Sole	2025-04-14
2024-12-31	$830,677	9,194	+1.6%	Shares	Sole	2025-02-06
2024-09-30	$730,949	9,052	+4.2%	Shares	Sole	2024-11-20
2024-06-30	$588,264	8,688	+0.4%	Shares	Sole	2024-07-17
2024-03-31	$520,891	8,657	+200.6%	Shares	Sole	2024-04-10
2023-12-31	$454,032	2,880	-2.1%	Shares	Sole	2024-02-13
2023-09-30	$470,514	2,942	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$461,637	2,937	+0.4%	Shares	Sole	2023-07-07
2023-03-31	$431,291	2,925	+0.2%	Shares	Sole	2023-04-28
2022-12-31	$413,884	2,919	0.0%	Shares	Sole	2023-01-10
2022-09-30	$378,594	2,919	+7.8%	Shares	Sole	2022-10-07
2022-06-30	$329,117	2,707	-1.5%	Shares	Sole	2022-07-13
2022-03-31	$409,083	2,747	-2.9%	Shares	Sole	2022-04-07
2021-12-31	$409,472	2,830	-3.4%	Shares	Sole	2022-01-13
2021-09-30	$408,522	2,931	+0.2%	Shares	Sole	2021-10-12
2021-06-30	$412,624	2,926	+1.6%	Shares	Sole	2021-07-14
2021-03-31	$391,190	2,880	+10.4%	Shares	Sole	2021-04-26
2020-12-31	$375,943	2,608	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.