KINGSWOOD WEALTH ADVISORS, LLC

Position in WMT — Walmart Inc.

CIK 1987855 SAN DIEGO, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,500,845

-$841,855 QoQ

Shares Held

110,373

+2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#801

of 4,382 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $23,684,238 across 4 Discount Stores names. WMT ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	110,373	$12,500,845
2	COST	Costco Wholesale Corp /New	10,000	$9,354,700
3	TGT	Target Corp	11,277	$1,472,888
4	DG	Dollar General Corp	3,091	$355,805

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,500,845	110,373	+2.8%	Shares	Sole	2026-07-27
2026-03-31	$13,342,700	107,360	+0.7%	Shares	Sole	2026-04-28
2025-12-31	$11,880,539	106,638	+62.4%	Shares	Sole	2026-01-28
2025-09-30	$6,769,289	65,683	+34.7%	Shares	Sole	2025-10-23
2025-06-30	$4,769,121	48,774	-1.5%	Shares	Sole	2025-07-23
2025-03-31	$4,345,780	49,502	-10.9%	Shares	Sole	2025-07-25
2024-12-31	$5,018,310	55,543	-32.5%	Shares	Sole	2025-01-22
2024-09-30	$6,646,613	82,311	+37.6%	Shares	Sole	2024-10-21
2024-06-30	$4,049,396	59,805	+12.0%	Shares	Sole	2024-07-09
2024-03-31	$3,213,499	53,407	+223.7%	Shares	Sole	2024-04-15
2023-12-31	$2,601,382	16,501	+218.4%	Shares	Sole	2024-01-16
2023-09-30	$828,917	5,183	-99.6%	Shares	Sole	2023-10-24
2023-06-30	$1,384,311	1,384,311	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.