Lodestone Wealth Management LLC

Position in WMT — Walmart Inc.

CIK 1950158 SPOKANE, WA

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$723,278

-$78,949 QoQ

Shares Held

6,386

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,957

of 4,382 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $3,884,617 across 4 Discount Stores names. WMT ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	13,616	$1,778,384
2	COST	Costco Wholesale Corp /New	1,477	$1,381,689
3	WMT	Walmart Inc. This page	6,386	$723,278
4	DG	Dollar General Corp	11	$1,266

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,278	6,386	-1.1%	Shares	Sole	2026-07-24
2026-03-31	$802,227	6,455	-0.0%	Shares	Sole	2026-05-01
2025-12-31	$719,485	6,458	-1.0%	Shares	Sole	2026-01-15
2025-09-30	$671,951	6,520	+1.3%	Shares	Sole	2025-10-24
2025-06-30	$629,409	6,437	-3.9%	Shares	Sole	2025-08-12
2025-03-31	$587,929	6,697	+3.7%	Shares	Sole	2025-04-28
2024-12-31	$583,661	6,460	+4.3%	Shares	Sole	2025-01-30
2024-09-30	$500,246	6,195	+14.3%	Shares	Sole	2024-10-29
2024-06-30	$366,920	5,419	+1.8%	Shares	Sole	2024-07-16
2024-03-31	$320,345	5,324	+198.3%	Shares	Sole	2024-04-30
2023-12-31	$281,405	1,785	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$285,155	1,783	-2.0%	Shares	Sole	2023-10-20
2023-06-30	$285,910	1,819	-2.9%	Shares	Sole	2023-07-25
2023-03-31	$276,173	1,873	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$265,430	1,872	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.