TILIA FIDUCIARY PARTNERS, INC.

Position in WMT — Walmart Inc.

CIK 1910210 WILMINGTON, NC

Position in WMT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$4,229,694

-$331,506 QoQ

Shares Held

37,345

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.30%

of 13F equity value

Holder Rank

#1,429

of 4,373 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

TILIA FIDUCIARY PARTNERS, INC. holds $7,782,048 across 3 Discount Stores names. WMT ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	37,345	$4,229,694
2	BJ	BJ's Wholesale Club Holdings, Inc.	29,467	$2,570,111
3	COST	Costco Wholesale Corp /New	1,050	$982,243

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,229,694	37,345	+1.8%	Shares	Sole	2026-08-18
2026-03-31	$4,561,200	36,701	+1.4%	Shares	Sole	2026-04-09
2025-12-31	$4,031,370	36,185	-0.5%	Shares	Sole	2026-01-12
2025-09-30	$3,749,631	36,383	-6.8%	Shares	Sole	2025-10-10
2025-06-30	$3,816,060	39,027	+1.1%	Shares	Sole	2025-07-21
2025-03-31	$3,390,362	38,619	-0.8%	Shares	Sole	2025-04-14
2024-12-31	$3,515,970	38,915	-0.9%	Shares	Sole	2025-01-10
2024-09-30	$3,172,183	39,284	+1.4%	Shares	Sole	2024-10-08
2024-06-30	$2,624,439	38,760	+5.2%	Shares	Sole	2024-07-11
2024-03-31	$2,216,963	36,845	+225.6%	Shares	Sole	2024-04-12
2023-12-31	$1,783,809	11,315	+3.3%	Shares	Sole	2024-01-12
2023-09-30	$1,751,713	10,953	+4.4%	Shares	Sole	2023-10-10
2023-06-30	$1,648,659	10,489	+14.6%	Shares	Sole	2023-07-13
2023-03-31	$1,349,020	9,149	+2.3%	Shares	Sole	2023-05-10
2022-12-31	$1,267,885	8,942	+0.8%	Shares	Sole	2023-02-10
2022-09-30	$1,150,956	8,874	+2.5%	Shares	Sole	2022-10-27
2022-06-30	$1,052,397	8,656	+6.0%	Shares	Sole	2022-08-01
2022-03-31	$1,216,229	8,167	+4.7%	Shares	Sole	2022-04-18
2021-12-31	$1,128,147	7,797	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.