Badgley Phelps Wealth Managers, LLC

Position in WMT — Walmart Inc.

CIK 1895362 SEATTLE, WA

Position in WMT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$43,849,854

-$4,980,627 QoQ

Shares Held

387,161

-1.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#387

of 4,382 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Defensive · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $129,394,068 across 3 Discount Stores names. WMT ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	90,596	$84,749,840
2	WMT	Walmart Inc. This page	387,161	$43,849,854
3	DG	Dollar General Corp	6,901	$794,374

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,849,854	387,161	-1.5%	Shares	Sole	2026-07-31
2026-03-31	$48,830,481	392,907	-4.1%	Shares	Sole	2026-04-15
2025-12-31	$45,641,000	409,667	+1.9%	Shares	Sole	2026-01-28
2025-09-30	$41,434,963	402,047	+1.3%	Shares	Sole	2025-11-04
2025-06-30	$38,813,673	396,949	-0.4%	Shares	Sole	2025-07-16
2025-03-31	$34,990,372	398,569	-1.0%	Shares	Sole	2025-04-30
2024-12-31	$36,367,682	402,520	+1.7%	Shares	Sole	2025-02-11
2024-09-30	$31,945,346	395,608	+2.8%	Shares	Sole	2024-10-18
2024-06-30	$26,058,938	384,861	+6.5%	Shares	Sole	2024-08-14
2024-03-31	$21,734,065	361,211	+195.0%	Shares	Sole	2024-05-15
2023-12-31	$19,300,458	122,426	+10.0%	Shares	Sole	2024-02-14
2023-09-30	$17,793,332	111,257	+2.3%	Shares	Sole	2023-11-02
2023-06-30	$17,090,956	108,735	+0.9%	Shares	Sole	2023-08-15
2023-03-31	$15,882,724	107,716	+1.5%	Shares	Sole	2023-04-28
2022-12-31	$15,046,460	106,118	+0.8%	Shares	Sole	2023-01-27
2022-09-30	$13,659,085	105,313	+1.6%	Shares	Sole	2022-11-09
2022-06-30	$12,604,573	103,673	+0.0%	Shares	Sole	2022-08-01
2022-03-31	$15,433,622	103,637	+1.0%	Shares	Sole	2022-05-09
2021-12-31	$14,842,589	102,582	+1.2%	Shares	Sole	2022-02-08
2021-09-30	$14,134,107	101,407	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.