WEST PACES ADVISORS INC.

Position in WMT — Walmart Inc.

CIK 2004720 ATLANTA, GA

Position in WMT

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

Position Value

$863,834

-$74,480 QoQ

Shares Held

7,627

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#2,800

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $2,208,483 across 5 Discount Stores names. WMT ranks #2 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,232	$1,152,499
2	WMT	Walmart Inc. This page	7,627	$863,834
3	TGT	Target Corp	1,063	$138,838
4	DG	Dollar General Corp	460	$52,950
5	DLTR	Dollar Tree, Inc.	3	$362

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,834	7,627	+1.0%	Shares	Sole	2026-07-20
2026-03-31	$938,314	7,550	+1.5%	Shares	Sole	2026-05-05
2025-12-31	$828,890	7,440	-1.4%	Shares	Sole	2026-01-21
2025-09-30	$777,484	7,544	-4.9%	Shares	Sole	2025-10-22
2025-06-30	$775,884	7,935	+28.3%	Shares	Sole	2025-07-23
2025-03-31	$543,156	6,187	0.0%	Shares	Sole	2025-04-15
2024-12-31	$558,995	6,187	0.0%	Shares	Sole	2025-02-14
2024-09-30	$499,600	6,187	+26.5%	Shares	Sole	2024-10-15
2024-06-30	$331,101	4,890	-16.3%	Shares	Sole	2024-07-17
2024-03-31	$351,452	5,841	+208.9%	Shares	Sole	2024-04-15
2023-12-31	$298,116	1,891	+1.4%	Shares	Sole	2024-01-30
2023-09-30	$298,109	1,864	-18.6%	Shares	Sole	2023-12-18
2023-06-30	$360,099	2,291	-2.4%	Shares	Sole	2023-12-18
2023-03-31	$346,212	2,348	-3.1%	Shares	Sole	2023-12-18
2022-12-31	$343,556	2,423	+9.3%	Shares	Sole	2023-12-18
2022-09-30	$287,414	2,216	0.0%	Shares	Sole	2023-12-19
2022-06-30	$269,421	2,216	+11.5%	Shares	Sole	2023-12-19
2022-03-31	$295,904	1,987	+16.8%	Shares	Sole	2023-12-19
2021-12-31	$246,117	1,701	-9.6%	Shares	Sole	2023-12-20
2021-09-30	$262,313	1,882	+50.1%	Shares	Sole	2023-12-20
2021-06-30	$176,839	1,254	-1.1%	Shares	Sole	2023-12-20
2021-03-31	$172,232	1,268	+3.3%	Shares	Sole	2023-12-20
2020-12-31	$176,872	1,227	-12.8%	Shares	Sole	2023-12-20
2020-09-30	$196,853	1,407	-1.4%	Shares	Sole	2023-12-20
2020-06-30	$170,926	1,427	0.0%	Shares	Sole	2023-12-20
2020-03-31	$162,135	1,427	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.