Concurrent Investment Advisors, LLC

Position in WMT — Walmart Inc.

CIK 2001015 Tampa, FL

Position in WMT

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

Position Value

$72,364,531

-$7,694,531 QoQ

Shares Held

638,924

-0.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#282

of 4,373 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $108,032,867 across 7 Discount Stores names. WMT ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	638,924	$72,364,531
2	COST	Costco Wholesale Corp /New	22,766	$21,296,909
3	TGT	Target Corp	96,636	$12,621,627
4	DG	Dollar General Corp	5,235	$602,600
5	BJ	BJ's Wholesale Club Holdings, Inc.	6,232	$543,554
6	DLTR	Dollar Tree, Inc.	3,329	$402,642
7	PSMT	Pricesmart Inc	1,029	$201,004

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,364,531	638,924	-0.8%	Shares	Sole	2026-07-27
2026-03-31	$80,059,062	644,183	-3.6%	Shares	Sole	2026-04-21
2025-12-31	$74,441,041	668,172	+75.5%	Shares	Sole	2026-01-29
2025-09-30	$39,244,217	380,790	-3.5%	Shares	Sole	2025-10-27
2025-06-30	$38,601,979	394,784	+7.8%	Shares	Sole	2025-07-25
2025-03-31	$32,162,832	366,361	+8.7%	Shares	Sole	2025-04-29
2024-12-31	$30,437,650	336,886	+13.6%	Shares	Sole	2025-02-03
2024-09-30	$23,939,548	296,465	+5.2%	Shares	Sole	2024-10-30
2024-06-30	$19,084,808	281,861	+23.4%	Shares	Sole	2024-07-30
2024-03-31	$13,745,595	228,446	+179.1%	Shares	Sole	2024-05-07
2023-12-31	$12,904,440	81,855	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.