Buck Wealth Strategies, LLC

Position in WMT — Walmart Inc.

CIK 1973259 DENVER, CO

Position in WMT

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

Position Value

$13,733,114

-$285,545 QoQ

Shares Held

121,253

+7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.16%

of 13F equity value

Holder Rank

#758

of 4,373 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $14,216,293 across 8 Discount Stores names. WMT ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	121,253	$13,733,114
2	COST	Costco Wholesale Corp /New	489	$457,444
3	DLTR	Dollar Tree, Inc.	100	$12,095
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	65	$4,997
5	PSMT	Pricesmart Inc	22	$4,297
6	BJ	BJ's Wholesale Club Holdings, Inc.	26	$2,267
7	TGT	Target Corp	8	$1,044
8	DG	Dollar General Corp	9	$1,035

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,733,114	121,253	+7.5%	Shares	Sole	2026-07-30
2026-03-31	$14,018,659	112,799	-8.2%	Shares	Sole	2026-05-08
2025-12-31	$13,684,824	122,833	+3.8%	Shares	Sole	2026-02-03
2025-09-30	$12,197,769	118,356	+1.4%	Shares	Sole	2025-11-04
2025-06-30	$11,407,601	116,666	+10.9%	Shares	Sole	2025-08-04
2025-03-31	$9,237,263	105,220	-0.2%	Shares	Sole	2025-04-22
2024-12-31	$9,525,510	105,429	+10.0%	Shares	Sole	2025-01-27
2024-09-30	$7,742,471	95,882	-12.7%	Shares	Sole	2024-11-05
2024-06-30	$7,440,313	109,885	+204.3%	Shares	Sole	2024-08-15
2023-12-31	$5,693,687	36,116	-1.8%	Shares	Sole	2024-01-23
2023-09-30	$5,881,905	36,778	-2.5%	Shares	Sole	2023-11-06
2023-06-30	$5,928,197	37,716	+6.1%	Shares	Sole	2023-11-06
2023-03-31	$5,243,616	35,562	+4.9%	Shares	Sole	2023-11-06
2022-09-30	$4,396,435	33,897	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.