Everhart Financial Group, Inc.

Position in WMT — Walmart Inc.

CIK 1852858 Dublin, OH

Position in WMT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,106,780

-$824,234 QoQ

Shares Held

45,089

-5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,307

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

Everhart Financial Group, Inc. holds $10,856,281 across 4 Discount Stores names. WMT ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	45,089	$5,106,780
2	COST	Costco Wholesale Corp /New	4,697	$4,393,902
3	DG	Dollar General Corp	8,772	$1,009,744
4	TGT	Target Corp	2,648	$345,855

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,106,780	45,089	-5.5%	Shares	Sole	2026-07-09
2026-03-31	$5,931,014	47,723	+13.3%	Shares	Sole	2026-04-09
2025-12-31	$4,690,806	42,104	+10.8%	Shares	Sole	2026-01-07
2025-09-30	$3,916,486	38,002	+4.8%	Shares	Sole	2025-11-04
2025-06-30	$3,547,067	36,276	+11.9%	Shares	Sole	2025-08-07
2025-03-31	$2,846,941	32,429	+2.7%	Shares	Sole	2025-04-16
2024-12-31	$2,852,710	31,574	+5.7%	Shares	Sole	2025-01-30
2024-09-30	$2,413,133	29,884	+14.1%	Shares	Sole	2024-11-04
2024-06-30	$1,773,392	26,191	+11.9%	Shares	Sole	2024-07-24
2024-03-31	$1,408,579	23,410	+237.5%	Shares	Sole	2024-05-13
2023-12-31	$1,093,460	6,936	+3.1%	Shares	Sole	2024-01-12
2023-09-30	$1,075,689	6,726	+3.0%	Shares	Sole	2023-10-25
2023-06-30	$1,025,913	6,527	+4.8%	Shares	Sole	2023-07-13
2023-03-31	$918,171	6,227	-0.4%	Shares	Sole	2023-04-25
2022-12-31	$886,045	6,249	+22.1%	Shares	Sole	2023-02-09
2022-09-30	$663,933	5,119	+54.1%	Shares	Sole	2022-10-12
2022-06-30	$403,889	3,322	-23.3%	Shares	Sole	2022-07-12
2022-03-31	$644,674	4,329	+37.2%	Shares	Sole	2022-04-18
2021-12-31	$456,496	3,155	-3.7%	Shares	Sole	2022-01-21
2021-09-30	$456,469	3,275	+11.4%	Shares	Sole	2021-10-13
2021-06-30	$414,599	2,940	+61.2%	Shares	Sole	2021-07-16
2021-03-31	$247,754	1,824	+5.0%	Shares	Sole	2021-04-13
2020-12-31	$250,388	1,737	—	Shares	Sole	2021-03-26
No filing history on record for this holder in this stock.