Annis Gardner Whiting Capital Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1998414 TAMPA, FL

Position in WMT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,308,606

-$15,721 QoQ

Shares Held

11,554

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,382

of 4,373 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,889,369 across 4 Discount Stores names. WMT ranks #1 (45.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	11,554	$1,308,606
2	COST	Costco Wholesale Corp /New	909	$850,342
3	BJ	BJ's Wholesale Club Holdings, Inc.	4,502	$392,664
4	TGT	Target Corp	2,586	$337,757

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,308,606	11,554	+8.4%	Shares	Sole	2026-08-10
2026-03-31	$1,324,327	10,656	+5.7%	Shares	Sole	2026-05-06
2025-12-31	$1,123,012	10,080	+4.5%	Shares	Sole	2026-02-09
2025-09-30	$993,704	9,642	+34.1%	Shares	Sole	2025-11-03
2025-06-30	$703,135	7,191	+22.5%	Shares	Sole	2025-08-11
2025-03-31	$515,327	5,870	-1.1%	Shares	Sole	2025-05-09
2024-12-31	$536,407	5,937	+1.7%	Shares	Sole	2025-02-12
2024-09-30	$471,499	5,839	-12.3%	Shares	Sole	2024-11-14
2024-06-30	$451,016	6,661	+5.5%	Shares	Sole	2024-08-12
2024-03-31	$379,732	6,311	+276.8%	Shares	Sole	2024-05-13
2023-12-31	$264,063	1,675	-0.8%	Shares	Sole	2024-02-09
2023-09-30	$270,121	1,689	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.