Financial Perspectives, Inc

Position in WMT — Walmart Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$523,034

-$50,891 QoQ

Shares Held

4,618

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,284

of 4,381 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Financial Perspectives, Inc holds $2,192,464 across 4 Discount Stores names. WMT ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,238	$1,158,111
2	WMT	Walmart Inc. This page	4,618	$523,034
3	TGT	Target Corp	3,847	$502,456
4	DG	Dollar General Corp	77	$8,863

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$523,034	4,618	0.0%	Shares	Sole	2026-07-24
2026-03-31	$573,925	4,618	+10.8%	Shares	Sole	2026-05-11
2025-12-31	$464,356	4,168	0.0%	Shares	Sole	2026-01-28
2025-09-30	$429,554	4,168	0.0%	Shares	Sole	2025-10-22
2025-06-30	$407,547	4,168	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$365,820	4,167	-8.1%	Shares	Sole	2025-04-18
2024-12-31	$409,556	4,533	+1.4%	Shares	Sole	2025-02-03
2024-09-30	$360,952	4,470	0.0%	Shares	Sole	2024-10-17
2024-06-30	$302,663	4,470	-5.6%	Shares	Sole	2024-08-09
2024-03-31	$284,844	4,734	+200.2%	Shares	Sole	2024-04-19
2023-12-31	$248,614	1,577	0.0%	Shares	Sole	2024-02-01
2023-09-30	$252,209	1,577	0.0%	Shares	Sole	2024-01-10
2023-06-30	$247,872	1,577	0.0%	Shares	Sole	2024-01-10
2023-03-31	$232,528	1,577	0.0%	Shares	Sole	2024-01-10
2022-12-31	$223,602	1,577	0.0%	Shares	Sole	2024-01-10
2022-09-30	$204,536	1,577	0.0%	Shares	Sole	2024-01-10
2022-06-30	$191,731	1,577	0.0%	Shares	Sole	2024-01-10
2022-03-31	$234,846	1,577	0.0%	Shares	Sole	2024-01-10
2021-12-31	$228,176	1,577	0.0%	Shares	Sole	2024-01-10
2021-09-30	$219,802	1,577	0.0%	Shares	Sole	2024-01-10
2021-06-30	$222,388	1,577	-99.3%	Shares	Sole	2024-01-10
2021-03-31	$1,577	214,205	+13483.1%	Shares	Sole	2024-01-10
2020-12-31	$227,324	1,577	0.0%	Shares	Sole	2024-01-10
2020-09-30	$220,638	1,577	+0.1%	Shares	Sole	2024-01-10
2020-06-30	$188,773	1,576	0.0%	Shares	Sole	2024-01-10
2020-03-31	$179,064	1,576	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.