Position in WMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$258,346
-$64,409 QoQ
Shares Held
2,281
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#3,957
of 4,373 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $459,773 across 7 Discount Stores names. WMT ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
2,281 | $258,346 | |
| 2 | COST |
Costco Wholesale Corp /New
|
182 | $170,255 | |
| 3 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
201 | $17,531 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
66 | $7,982 | |
| 5 | TGT |
Target Corp
|
21 | $2,742 | |
| 6 | DG |
Dollar General Corp
|
16 | $1,841 | |
| 7 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
14 | $1,076 |
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,346 | 2,281 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $322,755 | 2,597 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $296,907 | 2,665 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $319,176 | 3,097 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $292,459 | 2,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,994 | 3,645 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $293,818 | 3,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $429,428 | 5,318 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $390,277 | 5,764 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $260,054 | 4,322 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $232,849 | 1,477 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||