Whipplewood Advisors, LLC

Position in WMT — Walmart Inc.

CIK 2052510 LITTLETON, CO

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$20,047

-$242,308 QoQ

Shares Held

177

-91.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#4,341

of 4,382 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $32,154 across 5 Discount Stores names. WMT ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	177	$20,047
2	TGT	Target Corp	49	$6,399
3	DG	Dollar General Corp	22	$2,532
4	COST	Costco Wholesale Corp /New	2	$1,870
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	17	$1,306

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,047	177	-91.6%	Shares	Sole	2026-07-27
2026-03-31	$262,355	2,111	+43.1%	Shares	Sole	2026-04-30
2025-12-31	$164,329	1,475	+2.6%	Shares	Sole	2026-02-17
2025-09-30	$148,097	1,437	-45.1%	Shares	Sole	2025-11-06
2025-06-30	$255,789	2,616	-7.6%	Shares	Other	2025-07-31
2025-03-31	$154,069	2,830	+10.1%	Shares	Sole	2025-04-10
2024-12-31	$232,197	2,570	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.