Envestnet Portfolio Solutions, Inc.

Position in WMT — Walmart Inc.

CIK 1998033 BERWYN, PA

Position in WMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$15,680,847

+$1,076,953 QoQ

Shares Held

138,450

+17.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#704

of 4,373 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $33,399,678 across 5 Discount Stores names. WMT ranks #2 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	16,909	$15,817,862
2	WMT	Walmart Inc. This page	138,450	$15,680,847
3	TGT	Target Corp	10,310	$1,346,589
4	BJ	BJ's Wholesale Club Holdings, Inc.	3,725	$324,894
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	2,985	$229,486

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,680,847	138,450	+17.8%	Shares	Sole	2026-07-20
2026-03-31	$14,603,894	117,508	-41.7%	Shares	Sole	2026-04-29
2025-12-31	$22,468,388	201,673	+8.2%	Shares	Sole	2026-02-06
2025-09-30	$19,210,487	186,401	+3.6%	Shares	Sole	2025-10-30
2025-06-30	$17,591,306	179,907	-9.5%	Shares	Sole	2025-07-25
2025-03-31	$17,460,201	198,886	-30.6%	Shares	Sole	2025-04-21
2024-12-31	$25,887,895	286,529	+4.0%	Shares	Sole	2025-02-10
2024-09-30	$22,255,911	275,615	+4.9%	Shares	Sole	2024-10-31
2024-06-30	$17,787,078	262,695	-2.7%	Shares	Sole	2024-07-16
2024-03-31	$16,249,811	270,065	+290.7%	Shares	Sole	2024-05-06
2023-12-31	$10,896,452	69,118	+3.0%	Shares	Sole	2024-02-07
2023-09-30	$10,728,424	67,082	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.