Beaird Harris Wealth Management, LLC

Position in WMT — Walmart Inc.

CIK 1908938 DALLAS, TX

Position in WMT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$456,211

-$83,039 QoQ

Shares Held

4,028

-7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#3,436

of 4,382 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Beaird Harris Wealth Management, LLC holds $776,418 across 4 Discount Stores names. WMT ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	4,028	$456,211
2	COST	Costco Wholesale Corp /New	236	$220,770
3	TGT	Target Corp	760	$99,263
4	BJ	BJ's Wholesale Club Holdings, Inc.	2	$174

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,211	4,028	-7.2%	Shares	Sole	2026-07-08
2026-03-31	$539,250	4,339	-4.4%	Shares	Sole	2026-05-14
2025-12-31	$505,467	4,537	+5.3%	Shares	Sole	2026-02-23
2025-09-30	$443,879	4,307	+1.4%	Shares	Sole	2025-11-13
2025-06-30	$415,173	4,246	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$376,619	4,290	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$386,517	4,278	0.0%	Shares	Sole	2025-02-10
2024-09-30	$345,448	4,278	+56.9%	Shares	Sole	2024-12-02
2024-06-30	$184,577	2,726	+44.8%	Shares	Sole	2024-08-15
2024-03-31	$113,300	1,883	+285.1%	Shares	Sole	2024-05-15
2023-12-31	$77,090	489	+4.5%	Shares	Sole	2024-02-27
2023-09-30	$74,847	468	+5.6%	Shares	Sole	2023-11-15
2023-06-30	$69,630	443	0.0%	Shares	Sole	2023-07-26
2023-03-31	$65,320	443	-39.4%	Shares	Sole	2023-04-24
2022-12-31	$103,648	731	+47.1%	Shares	Sole	2023-02-14
2022-09-30	$64,460	497	+28.8%	Shares	Sole	2022-11-02
2022-06-30	$46,929	386	+47.9%	Shares	Sole	2022-08-12
2022-03-31	$38,868	261	-88.5%	Shares	Sole	2022-05-27
2021-12-31	$329,314	2,276	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.