Position in WMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,642,468
-$205,408 QoQ
Shares Held
23,331
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,765
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Global Financial Private Client, LLC holds $2,959,591 across 2 Discount Stores names. WMT ranks #1 (89.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
23,331 | $2,642,468 | |
| 2 | COST |
Costco Wholesale Corp /New
|
339 | $317,123 |
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,642,468 | 23,331 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,847,876 | 22,915 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $2,496,474 | 22,408 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,301,020 | 22,327 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,212,663 | 22,629 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $1,714,011 | 19,524 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,764,083 | 19,525 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $658,112 | 8,150 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $496,855 | 7,338 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $441,527 | 7,338 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $385,611 | 2,446 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $391,188 | 2,446 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $388,391 | 2,471 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $364,348 | 2,471 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $345,400 | 2,436 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $961,205 | 7,411 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $882,063 | 7,255 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $336,261 | 2,258 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $950,323 | 6,568 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $921,580 | 6,612 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $910,143 | 6,454 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $735,384 | 5,414 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $1,095,972 | 7,603 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $1,087,661 | 7,774 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $1,085,926 | 9,066 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $1,010,308 | 8,892 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||