Heritage Wealth Management, Inc.

Position in WMT — Walmart Inc.

CIK 1944755 CINCINNATI, OH

Position in WMT

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

Position Value

$7,987,095

-$90,241 QoQ

Shares Held

70,520

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.61%

of 13F equity value

Holder Rank

#1,022

of 4,382 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $10,058,420 across 3 Discount Stores names. WMT ranks #1 (79.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	70,520	$7,987,095
2	COST	Costco Wholesale Corp /New	1,754	$1,640,814
3	DG	Dollar General Corp	3,740	$430,511

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,987,095	70,520	-2.7%	Shares	Sole	2026-07-28
2025-12-31	$8,077,336	72,501	-0.8%	Shares	Sole	2026-01-26
2025-09-30	$7,529,975	73,064	-1.3%	Shares	Sole	2025-11-04
2025-06-30	$7,236,013	74,003	-3.5%	Shares	Sole	2025-08-14
2025-03-31	$6,729,015	76,649	-3.5%	Shares	Sole	2025-04-29
2024-12-31	$7,178,217	79,449	-1.2%	Shares	Sole	2025-02-05
2024-09-30	$6,490,523	80,378	+0.4%	Shares	Sole	2024-10-31
2024-06-30	$5,420,388	80,053	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.