AXXCESS WEALTH MANAGEMENT, LLC

Position in WMT — Walmart Inc.

CIK 1911056 CARLSBAD, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$27,446,182

-$2,162,285 QoQ

Shares Held

242,329

+1.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#486

of 4,382 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $51,467,854 across 4 Discount Stores names. WMT ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	242,329	$27,446,182
2	COST	Costco Wholesale Corp /New	17,626	$16,488,594
3	DG	Dollar General Corp	50,288	$5,788,651
4	TGT	Target Corp	13,356	$1,744,427

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,446,182	242,329	+1.7%	Shares	Sole	2026-07-28
2026-03-31	$29,608,467	238,240	-14.0%	Shares	Sole	2026-04-29
2025-12-31	$30,858,898	276,985	+5.8%	Shares	Sole	2026-02-19
2025-09-30	$26,992,135	261,907	+0.4%	Shares	Sole	2025-11-07
2025-06-30	$25,516,571	260,959	-9.7%	Shares	Sole	2025-07-28
2025-03-31	$25,368,412	288,967	+5.4%	Shares	Sole	2025-04-30
2024-12-31	$24,778,126	274,246	+1.4%	Shares	Sole	2025-02-10
2024-09-30	$21,838,595	270,447	+2.5%	Shares	Sole	2024-11-04
2024-06-30	$17,869,413	263,911	+19.8%	Shares	Sole	2024-08-09
2024-03-31	$13,253,585	220,269	+163.5%	Shares	Sole	2024-05-14
2023-12-31	$13,177,332	83,586	+32.9%	Shares	Sole	2024-02-06
2023-09-30	$10,056,558	62,881	+99.1%	Shares	Sole	2023-11-14
2023-06-30	$4,964,527	31,585	+52.9%	Shares	Sole	2023-08-08
2023-03-31	$3,046,464	20,661	+8.6%	Shares	Sole	2023-05-03
2022-12-31	$2,696,418	19,017	+24.4%	Shares	Sole	2023-02-16
2022-09-30	$1,983,500	15,293	+28.1%	Shares	Sole	2022-11-14
2022-06-30	$1,451,423	11,938	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$1,762,617	11,836	-4.2%	Shares	Sole	2022-08-11
2021-12-31	$1,788,223	12,359	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.