Position in WMT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$545,120
-$59,502 QoQ
Shares Held
4,813
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#3,235
of 4,373 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CURIO WEALTH, LLC holds $545,120 across 1 Discount Stores name. WMT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
4,813 | $545,120 |
All Filings in WMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,120 | 4,813 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $604,622 | 4,865 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $578,329 | 5,191 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $516,845 | 5,015 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $507,575 | 5,191 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $351 | 4 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $416,423 | 4,609 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||